Robert John Ryan
Investment adviser representative at Rockbridge Investment Management, LLC
7 yearsExperience
1 stateRegistered in
$1.8BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Rockbridge Investment Management, LLCJan 2014 to now
- Disciplined Capital ManagementJan 2015 to Dec 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Rockbridge Investment Management, LLC
$1.8BAssets managed
1,587Clients
11Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4363043
- Firm CRD
- 115754