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Ranch Capital Advisors Inc. CRD 300966
$386M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4910 Lakewood Ranch Blvd #130, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2021-07-06 |
Branch Locations
4910 Lakewood Ranch Blvd #130, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Shields & Co., Llc | New York | NY | 02/1999 | 08/2019 |
| Pacitti Group Inc. D/B/A Ranch Capital Advisors | Bradenton | FL | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-19 |
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