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RS

Ryan H. Sauter

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CRD#: 4588305
RS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ryan H Sauter, who also goes by Ryan Hall Sauter, Ryan Sauter, was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2003. Ryan had worked at 9 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7, Series 3 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ryan Hall Sauter | Ryan Sauter

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 13, 2017 - July 26, 2019

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
Raleigh, NC
Past

March 2, 2017 - July 23, 2019

PNC CAPITAL ADVISORS LLC

RIA
CRD#: 151829
Raleigh, NC
Past

January 26, 2016 - February 21, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
DURHAM, NC
Past

July 19, 2010 - December 9, 2010

CARY STREET PARTNERS

RIA
CRD#: 128545
RICHMOND, VA
Past

June 29, 2010 - December 9, 2010

CARY STREET PARTNERS

BD
CRD#: 128089
RICHMOND, VA
Past

April 2, 2007 - June 26, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
WINSTON-SALEM, NC
Past

April 2, 2007 - June 26, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
WINSTON-SALEM, NC
Past

October 20, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
WINSTON-SALEM, NC
Past

October 20, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
WINSTON-SALEM, NC
Past

January 3, 2006 - October 9, 2006

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
NEW YORK, NY
Past

February 6, 2004 - October 9, 2006

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

January 28, 2003 - February 5, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/2/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 7/16/2010
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FD
FORESIDE DISTRIBUTION SOLUTIONS, LLC
FORESIDE DISTRIBUTION SOLUTIONS, LLC | PROFESSIONAL FUNDS DISTRIBUTOR, LLC | PNC FUNDS DISTRIBUTOR, LLC

CRD#: 118787 / SEC#: , 8-53686

BD
Terminated by SEC on 08/03/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/16/2001
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCOWNER
BERTHY, RICHARD JOHN MR.PRESIDENT/MANAGER/DIRECTOR/TREASURER1341368
DIVALERIO, JENNIFER KAYVICE PRESIDENT3236826
FAIRBANKS, MARK ALANVICE PRESIDENT1847318
HOOPES, JENNIFER ELLENSECRETARY5462575
MOSCARITOLO, SUSAN KALLAICHIEF COMPLIANCE OFFICER/VICE PRESIDENT2618909
SOMMERS, WESTONFINANCIAL AND OPERATIONS PRINCIPAL5290145

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.

Company Information


FORESIDE DISTRIBUTION SOLUTIONS, LLC

CRD#: 118787

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