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RS

Ryan Charles Stipanich

SAGETRADER
ENGLEWOOD, NJ
·CRD# 5053220·18 years experience

Professional Summary

Ryan Charles Stipanich is a registered financial advisor currently at SAGETRADER, LLC located in Englewood, New Jersey. Ryan is registered as a RR (Registered Representative) and started their career in finance in 2008. Ryan has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 14 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

18 years in the financial services industry

Current & Past Employments

SAGETRADER, LLC·CRD# 137862
BD
282 Grand Avenue Suite #2, Englewood, NJ 07631
January 8, 2016 - Present
INSTINET, LLC·CRD# 7897
BD
New York, NY
December 15, 2009 - November 14, 2014
TORC INVESTMENTS AND RESEARCH LLC·CRD# 103724
BD
New York, NY
September 21, 2009 - January 14, 2010
NEWEDGE USA, LLC·CRD# 36118
BD
New York, NY
October 16, 2008 - September 2, 2009

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Current Firm

SL
SAGETRADER, LLC

BRIDGE INVESTMENT ADVISORS LLC | VT BROKERS, LLC | SAGETRADER, LLC

CRD#: 137862 / SEC#: 8-67169
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

282 Grand Avenue Suite #2, Englewood, NJ 07631

Mailing Address

282 Grand Avenue Suite #2, Englewood, NJ 07631

Phone Number

(646) 837-0050

Established

Delaware since 09/29/2003

Firm Type

Limited Liability Company

Fiscal Year End

September

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
BOGERT INVESTMENTS LLCSOLE MEMBER—
FORSYTHE, MICHAEL FRANCISCEO2772933
PETERS, ROBERT WILLIAMFINOP1704577
STIPANICH, RYAN CHARLESCHIEF COMPLIANCE OFFICER5053220

Disclosures

Regulatory Event

16

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(6/23/2025)
RR
Alaska
(5/8/2025)
RR
Arizona
(5/20/2025)
RR
Arkansas
(3/17/2025)
RR
California
(1/25/2021)
RR
Colorado
(3/11/2025)
RR
Connecticut
(2/24/2025)
RR
Delaware
(4/9/2025)
RR
District of Columbia
(3/11/2025)
RR
Florida
(3/11/2024)
RR
Georgia
(2/14/2025)
RR
Hawaii
(3/11/2025)
RR
Idaho
(4/29/2025)
RR
Illinois
(3/11/2024)
RR
Indiana
(11/20/2025)
RR
Iowa
(4/25/2025)
RR
Kansas
(4/25/2025)
RR
Kentucky
(4/10/2025)
RR
Louisiana
(4/7/2025)
RR
Maine
(4/22/2025)
RR
Maryland
(5/22/2025)
RR
Massachusetts
(3/11/2024)
RR
Michigan
(4/10/2025)
RR
Minnesota
(4/23/2025)
RR
Mississippi
(4/30/2025)
RR
Missouri
(6/10/2026)
RR
Montana
(8/6/2025)
RR
Nebraska
(5/16/2025)
RR
Nevada
(12/3/2024)
RR
New Hampshire
(6/24/2025)
RR
New Jersey
(3/11/2024)
RR
New Mexico
(4/25/2025)
RR
New York
(1/8/2016)
RR
North Carolina
(2/20/2025)
RR
Ohio
(2/27/2025)
RR
Oklahoma
(4/10/2025)
RR
Oregon
(4/16/2025)
RR
Pennsylvania
(3/11/2024)
RR
Puerto Rico
(4/2/2025)
RR
Rhode Island
(4/3/2025)
RR
South Carolina
(4/16/2025)
RR
South Dakota
(5/7/2025)
RR
Tennessee
(3/27/2025)
RR
Texas
(3/11/2024)
RR
Utah
(4/25/2025)
RR
Vermont
(6/8/2026)
RR
Virgin Islands
(5/12/2025)
RR
Virginia
(3/8/2025)
RR
Washington
(4/7/2025)
RR
West Virginia
(5/21/2025)
RR
Wisconsin
(5/1/2025)
RR
Wyoming
(11/24/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2009About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2008About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Oct 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Jul 2020About the Series 24 exam
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CRS (Client Relationship Summary) - BD

Click below to view Ryan Charles Stipanich's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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