Ryan J. Lehman

INTEGRATED CAPITAL MANAGEMENT

Jessup, PA 18434

Some features on this profile are disabled

CRD#: 4911734

Professional summary

Ryan J Lehman, who also goes by Ryan James Lehman, is a registered financial advisor currently at INTEGRATED CAPITAL MANAGEMENT, INC. located in Jessup, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan James Lehman

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 J Lehman'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

August 18, 2016 - Present

INTEGRATED CAPITAL MANAGEMENT, INC.

Office #1: The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434

RIA

CRD#: 149489

Jessup, PA

Past

August 30, 2010 - June 1, 2012

RIVERSOURCE DISTRIBUTORS, INC.

CRD#: 139135

MINNEAPOLIS, MN

Past

August 25, 2008 - August 23, 2010

PARK AVENUE SECURITIES LLC

CRD#: 46173

BETHLEHEM, PA

Past

September 12, 2007 - May 12, 2008

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

INTEGRATED CAPITAL MANAGEMENT, INC.

CRD#: 149489 / SEC#: 801-70055

RIA

Registered Investment Advisory firm - (4/14/2009 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

Pennsylvania
(8/18/2016)

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

Series 63

Date: 9/24/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/11/2007

General Securities Representative Examination

Current Firm

INTEGRATED CAPITAL MANAGEMENT, INC.

CRD#: 149489 / SEC#: 801-70055

RIA

Registered Investment Advisory firm - (4/14/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434

Mailing Address

Phone number

(570) 344-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRATED CAPITAL APPENDIX 1 WRAP FEE BROCHURE (2/20/2025)

INTEGRATED CAPITAL MANAGEMENT, INC. PART 2A DISCLOSURE BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts	1,025
AUM (Assets Under Management)	$ 212,324,332

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.

Similar Advisors

Kerry Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

IAR

SOUTHLAKE, TX

Kyle Klatt

OSAIC WEALTH, INC.

IAR

Forest Lake, MN

Joffre Encalada-rodas

FINALIS SECURITIES LLC

New York, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan J. Lehman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan J Lehman's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED CAPITAL MANAGEMENT, INC.

RIVERSOURCE DISTRIBUTORS, INC.

PARK AVENUE SECURITIES LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

INTEGRATED CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/24/2007

Series 7

Date: 9/11/2007

Current Firm

INTEGRATED CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRATED CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors