Skip to content

Ryan Singer

Investment adviser representative at The Caprock Group, LLC
10 yearsExperience
1 stateRegistered in
$12.5BFirm assets
23 yearsFirm in business

Are you Ryan Singer? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. The Caprock Group, LLCMar 2024 to now
  2. Grey Street Capital, LLCJan 2022 to Mar 2024
  3. JPMorgan Chase Bank NAJul 2018 to Jan 2022
  4. JPMorgan Securities LLCJul 2018 to Jan 2022
  5. Goldman Sachs & Co.Jun 2016 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (AZ).

The Caprock Group, LLC

$12.5BAssets managed
436Clients
51Advisers
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
6338608
Firm CRD
124272
Advisor's SEC record (opens in a new tab)
CallContact this firm