Ryan Anthony Chiaverini
Investment adviser representative at Captrust
14 yearsExperience
1 stateRegistered in
CFADesignation
$1.2TFirm assets
Are you Ryan Anthony Chiaverini? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- CaptrustFeb 2026 to now
- Capfinancial Partners, LLC. (captrust)Dec 2025 to now
- Meritage Portfolio Management, Inc.Sep 2017 to Dec 2025
- Creative PlanningJan 2017 to Sep 2017
- Demarche Associates, Inc.Oct 2012 to Dec 2016
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (KS).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 5792569
- Firm CRD
- 175112