Ryan Joseph Lancaster
Investment adviser representative at Capital Client Group, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
10 years in the industry.
- Capital Client Group, Inc.Aug 2026 to now
- Capital Group / Capital Client Group, Inc.Aug 2026 to now
- T. Rowe Price Associates, Inc. / T. Rowe Price Inv. Svcs., Inc.Sep 2023 to Jul 2026
- Cornell UniversityAug 2022 to May 2024
- Nuveen Asset Management, Llc/nuveen Securities, LLCMar 2021 to Sep 2023
- Prudential Annuities Distrib.'s, Inc./prudential Ins. Co. of Am.Oct 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 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
- 6025165
- Firm CRD
- 6247