Ryan J. Guttridge

SCHORN WEALTH

Englewood, FL 34223

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CRD#: 2495914

Professional summary

Ryan Jeffery Guttridge is a registered financial advisor currently at SCHORN WEALTH located in Englewood, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Ryan has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Jeffery Guttridge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 9, 2024 - Present

SCHORN WEALTH

Office #1: 33 South Indiana Avenue, Englewood, FL 34223

RIA

CRD#: 304104

Englewood, FL

Past

May 30, 2018 - January 6, 2024

CLOCKWISE CAPITAL LLC

RIA

CRD#: 175233

Severna Park, MD

Past

July 8, 2013 - December 14, 2018

GUTTRIDGE CAPITAL MANAGEMENT LLC

RIA

CRD#: 168168

SEVERNA PARK, MD

Past

November 20, 2008 - July 29, 2013

1 NORTH WEALTH SERVICES, LLC

RIA

CRD#: 115948

SEVERNA PARK, MD

Past

December 7, 1999 - February 3, 2006

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

BALTIMORE, MD

Past

July 18, 1994 - February 3, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHORN WEALTH

CRD#: 304104 / SEC#: 801-116818

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/20/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/15/1994

General Securities Representative Examination

Current Firm

SCHORN WEALTH

CRD#: 304104 / SEC#: 801-116818

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

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Contact information

Main Address

33 South Indiana Avenue, Englewood, FL 34223

Mailing Address

Phone number

(610) 399-1500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,620
AUM (Assets Under Management)	$ 367,750,871

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Ryan J. Guttridge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Jeffery Guttridge's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLOCKWISE CAPITAL LLC

GUTTRIDGE CAPITAL MANAGEMENT LLC

1 NORTH WEALTH SERVICES, LLC

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

SCHORN WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/20/1995

Series 63

Date: 8/2/1994

Series 7

Date: 7/15/1994

Current Firm

SCHORN WEALTH

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SCHORN WEALTH

TRUST BUT VERIFY

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