Ryan Ramsey Shuchman
Investment adviser representative at Corecap Advisors
18 yearsExperience
8 statesRegistered in
$4BFirm assets
15 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
- Seminars and workshops
Experience
18 years in the industry.
- Corecap AdvisorsAug 2018 to now
- Corecap InvestmentsAug 2018 to now
- Cliff CorpJan 2018 to now
- P&m Corporate Finance, LLCApr 2008 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 8 states (CA, FL, GA, MA, MI, MN, OH, WI).
Corecap Advisors
Legal name: Corecap Advisors, LLC
$4BAssets managed
9,677Clients
117Advisers
15 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
- 5517784
- Firm CRD
- 158819