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Ryan Michael Klinger

Lafayette Investments, Inc.

Ashton, MD

CRD 4710932

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Employer firm

Lafayette Investments, Inc. CRD 22471

$943M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Lafayette Investments, Inc.

17830 New Hampshire Avenue Suite 201, Ashton, MD 20861 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-07-28
  • MD RA
    APPROVED
    Since 2021-07-28

Branch Locations

17830 New Hampshire Avenue Suite 201, Ashton, MD 20861 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lafayette Investments, Inc. Bethesda MD 04/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-28
S63 Uniform Securities Agent State Law Examination 2004-04-08
  • S65 Uniform Investment Adviser Law Examination
    2021-07-28
  • S63 Uniform Securities Agent State Law Examination
    2004-04-08

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
CONCURRENT INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.

Nearby Investors

Brendan Patrick Hughes
SCOTT HATHAWAY DINN
LAWRENCE JUDGE

Nearby Offices

LPL FINANCIAL LLC · ASHTON, MD
CONCURRENT INVESTMENT ADVISORS, LLC · Ashton, MD
LPL FINANCIAL LLC · BROOKEVILLE, MD

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