Chief Operating Officer & Chief Compliance Officer · Oakridge Management Group LLC
Ryan T Donovan
CRD 5063050 · Named on Form ADV at one SEC-registered adviser
At a glance
Oakridge Management Group LLC, an SEC-registered wealth manager based in Stamford, CT with $1.4 billion in regulatory assets, lists Ryan T Donovan on its Form ADV as Chief Operating Officer & Chief Compliance Officer, a control person.
Firms and roles
- Oakridge Management Group LLCChief Operating Officer & Chief Compliance OfficerWealth manager · Stamford, CT · $1.4B 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
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Timothy R. PowersPresident, Oakridge Management Group LLC
- Michael J. SmithCo-Chief Investment Officer for Discretionary, Oakridge Management Group LLC
- Scott Y. PhillipsCo-Chief Investment Officer, Oakridge Management Group LLC
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.