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Ryan J Lehman

Integrated Capital Management, Inc.

Jessup, PA

CRD 4911734

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Employer firm

Integrated Capital Management, Inc. CRD 149489

$232M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Integrated Capital Management, Inc.

The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-08-18
  • PA RA
    APPROVED
    Since 2016-08-18

Branch Locations

The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434 • 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
Integrated Capital Management, Inc. Jessup PA 07/2014 Present
Integrated Capital Management, Inc. Jessup PA 08/2016 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-09-24
  • S63 Uniform Securities Agent State Law Examination
    2007-09-24
Designations
  • Chartered Financial Analyst
Other Names
  • Ryan James Lehman

View on SEC IAPD

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