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Ryan Coursey

Yhb Investment Advisors Inc

West Hartford, CT

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Current Employers
Yhb Investment Advisors Inc

29 South Main Street Suite 306, West Hartford, CT 06107-2417 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-07-08
  • CT RA
    APPROVED
    Since 2024-07-08

Branch Locations

29 South Main Street Suite 306, West Hartford, CT 06107-2417 • 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
Yhbia West Hartford CT 08/2023 Present
Stavvy Boston MA 02/2022 12/2022
Partners Capital Investment Group Llp Boston MA 11/2018 10/2021
Ss&C Windsor CT 08/2017 08/2018
Bentley University Waltham MA 09/2013 05/2017
Hartford Steam Boiler Hartford CT 06/2016 09/2017
Unemployed Cambridge MA 12/2022 08/2023
Unemployed Boston MA 10/2021 02/2022
  • 08/2023 → Present
    Yhbia
    West Hartford, CT
  • 02/2022 → 12/2022
    Stavvy
    Boston, MA
  • 11/2018 → 10/2021
    Partners Capital Investment Group Llp
    Boston, MA
  • 08/2017 → 08/2018
    Ss&C
    Windsor, CT
  • 09/2013 → 05/2017
    Bentley University
    Waltham, MA
  • 06/2016 → 09/2017
    Hartford Steam Boiler
    Hartford, CT
  • 12/2022 → 08/2023
    Unemployed
    Cambridge, MA
  • 10/2021 → 02/2022
    Unemployed
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-08
  • S65 Uniform Investment Adviser Law Examination
    2024-07-08

View on SEC IAPD

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Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
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CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
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