Ryan Sperry

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 07/2020
  Texas De Brazil
  Lexington, KY
• 12/2021 → 05/2022
  Butler University Center For Academic Success
  Indianapolis, IN
• 05/2023 → 08/2023
  Column Capital Wealth Management (Captrust)
  Indianapolis, IN
• 02/2024 → 04/2024
  Community First Investment Group
  Westfield, IN
• 05/2022 → 08/2022
  Lexington Truck Sales
  Lexington, KY
• 06/2018 → 12/2019
  Fazolis
  Lexington, KY
• 05/2014 → 06/2018
  Unemployed
  Lexington, KY
• 08/2020 → 12/2021
  Unemployed
  Indianapolis, IN
• 09/2022 → 05/2023
  Unemployed
  Indianapolis, IN
• 09/2023 → 02/2024
  Unemployed
  Indianapolis, IN
• 07/2024 → 07/2025
  Charles Schwab
  Indianapolis, IN
• 07/2025 → Present
  Corient
  Indianapolis, IN
• 07/2025 → Present
  Corient Services Llc
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-28
• S63 Uniform Securities Agent State Law Examination
  2024-10-24

Other Names

• Ryan Kazu Sperry
• Ryan Kazu Sperry