RS
Ryan C. Stipanich
SAGETRADER
ENGLEWOOD, NJ 07631
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CRD#: 5053220
RS
Professional summary
Ryan Charles Stipanich is a registered financial professional 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.
Question & Answer
Are you a "fiduciary"?
No
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.
CRS (Client Relationship Summary) - BD
Click below to view Ryan Charles Stipanich's 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®
NoneExperience
Current
January 8, 2016 - Present
SAGETRADER, LLC
Office #1: 282 Grand Avenue Suite #2, Englewood, NJ 07631BD
CRD#: 137862
ENGLEWOOD, NJ
Past
December 15, 2009 - November 14, 2014
INSTINET, LLC
BD
CRD#: 7897
NEW YORK, NY
Past
September 21, 2009 - January 14, 2010
TORC INVESTMENTS AND RESEARCH LLC
BD
CRD#: 103724
NEW YORK, NY
Past
October 16, 2008 - September 2, 2009
NEWEDGE USA, LLC
BD
CRD#: 36118
NEW YORK, NY
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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
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
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
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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
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)
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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
# of Employees
FINRA licenses (50 States and Territories)
Disclosures
| Regulatory Event | 16 |
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.
