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President/chief Compliance Officer · Everkey Financial LLC

Ryan E. McPhetridge

CRD 4573990 · Named on Form ADV at one SEC-registered adviser

At a glance

Everkey Financial LLC, an SEC-registered asset manager based in Katy, TX with $11 million in regulatory assets, lists Ryan E. McPhetridge on its Form ADV as President/chief Compliance Officer, a control person.

Firms and roles

  • Everkey Financial LLCPresident/chief Compliance OfficerAsset manager · Katy, TX · $11M in regulatory assets

AtlasMembers

Ryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.