Member, CCO, Vice President, Director of Research · Ruggaard & Associates
Ryan P. Ruggaard
CRD 6415983 · Named on Form ADV at one SEC-registered adviser
At a glance
Ruggaard & Associates, an SEC-registered wealth manager based in Hudson, OH with $369 million in regulatory assets, lists Ryan P. Ruggaard on its Form ADV as Member, CCO, Vice President, Director of Research, a control person.
Firms and roles
- Ruggaard & AssociatesMember, CCO, Vice President, Director of ResearchWealth manager · Hudson, OH · $369M 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- John D. MayVice President, Co-Portfolio Manager, Ruggaard & Associates
- Randall P. RuggaardPresident, Portfolio Manager, Ruggaard & Associates
- David A. SleeterVice President, Co-Portfolio Manager, Ruggaard & Associates
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.