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Ryan Marshall Codrick

Chapel Hill Investment Analysts Inc

Greensburg, PA

CRD 6696431

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Employer firm

Chapel Hill Investment Analysts Inc CRD 109511

$436M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Chapel Hill Investment Analysts Inc

126 Mathews Street, Suite 1600, Greensburg, PA 15601-6913 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-09-10
  • PA RA
    APPROVED
    Since 2018-09-10

Branch Locations

126 Mathews Street, Suite 1600, Greensburg, PA 15601-6913 • 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
Chapel Hill Investment Analysts, Inc. Greensburg PA 01/2004 Present
Chapel Hill Investment Analysts, Inc. Greensburg PA 01/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-10
  • S65 Uniform Investment Adviser Law Examination
    2018-09-10

View on SEC IAPD

Nearby Firms

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OSAIC INSTITUTIONS, INC.
ELLE INVESTMENT GROUP LLC

Nearby Investors

Michael Fetterolf
Anita Buerkle
SHANNON MAI SPISAK

Nearby Offices

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · GREENSBURG, PA
OSAIC INSTITUTIONS, INC. · Greensburg, PA
ELLE INVESTMENT GROUP LLC · GREENSBURG, PA

More in Greensburg, PA

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