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RB

Ryan P. Bouchard

FCIG WEALTH MANAGEMENT
Atlanta, GA 30338
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CRD#: 5150809
RB

Professional summary


Ryan P Bouchard is a registered financial advisor currently at FCIG WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ryan has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
1) FIRST CASUALTY INSURANCE AGENCY, INC, 94 NORWICH RD, PLAINFIELD, CT, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 03/09/15, INV REL, 80/MO- 5/TRADING

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan P Bouchard'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

June 14, 2024 - Present

FCIG WEALTH MANAGEMENT, LLC

Office #1: 1117 Perimeter Center West W212, Atlanta, GA 30338Office #2: 94 Norwich Road, Plainfield, CT 06374
RIA
CRD#: 329906
Atlanta, GA
Past

February 13, 2020 - July 11, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Plainfield, CT
Past

February 13, 2020 - July 11, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Woodstock, GA
Past

April 30, 2015 - February 13, 2020

IC ADVISORY SERVICES, INC.

RIA
CRD#: 140190
PLAINFIELD, CT
Past

March 30, 2015 - February 13, 2020

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
PLAINFIELD, CT
Past

February 28, 2015 - April 17, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
CHEPACHET, RI
Past

June 27, 2006 - May 8, 2013

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI

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".
FW
FCIG WEALTH MANAGEMENT, LLC
FCIG WEALTH | FCIG WEALTH MANAGEMENT, LLC

CRD#: 329906 / SEC#: 801-129706

RIA
Registered Investment Advisory firm - (3/19/2024 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
Connecticut
(6/14/2024)
IAR
Georgia
(6/20/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/27/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FW
FCIG WEALTH MANAGEMENT, LLC
FCIG WEALTH | FCIG WEALTH MANAGEMENT, LLC

CRD#: 329906 / SEC#: 801-129706

RIA
Registered Investment Advisory firm - (3/19/2024 Approved)
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Contact information


Main Address
94 Norwich Road, Plainfield, CT 06374
Mailing Address
Phone number
(877) 420-5234
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FCIG WEALTH MANAGEMENT, LLC ADV PART 2A (3/13/2025)

Regulatory assets under management


Total Number of Accounts382
AUM (Assets Under Management)$ 107,321,402

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


FCIG WEALTH MANAGEMENT, LLC

CRD#: 329906Atlanta, GA 30338

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