Ryan M. Campbell

MILL CREEK CAPITAL ADVISORS

Conshohocken, PA 19428

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CRD#: 5392235

Professional summary

Ryan M Campbell, CFP® is a registered financial advisor currently at MILL CREEK CAPITAL ADVISORS, LLC located in Conshohocken, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 3 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan M Campbell'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®

CFP^®

Certified Financial Planner

Experience

Current

January 25, 2018 - Present

MILL CREEK CAPITAL ADVISORS, LLC

Office #1: 161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428

RIA

CRD#: 141470

Conshohocken, PA

Past

September 16, 2014 - December 31, 2017

THRESHOLD GROUP, LLC

RIA

CRD#: 129903

PHILADELPHIA, PA

Past

November 6, 2012 - May 22, 2014

CONVERGENT WEALTH ADVISORS, LLC

RIA

CRD#: 143719

SUITE 400, MD

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".

MILL CREEK CAPITAL ADVISORS, LLC

CRD#: 141470 / SEC#: 801-67173

RIA

Registered Investment Advisory firm - (9/19/2006 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
(1/25/2018)

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

IAR

Series 65

Date: 11/5/2012

Uniform Investment Adviser Law Examination

Current Firm

MILL CREEK CAPITAL ADVISORS, LLC

CRD#: 141470 / SEC#: 801-67173

RIA

Registered Investment Advisory firm - (9/19/2006 Approved)

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Contact information

Main Address

161 Washington Street Suite 1500, Conshohocken, PA 19428

Mailing Address

Phone number

(610) 941-7700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILL CREEK CAPITAL ADVISORS, LLC (4/1/2025)

Regulatory assets under management

Total Number of Accounts	2,260
AUM (Assets Under Management)	$ 9,169,595,643

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/30/2025	Cover Page	Report

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.

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Ryan M. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan M Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILL CREEK CAPITAL ADVISORS, LLC

THRESHOLD GROUP, LLC

CONVERGENT WEALTH ADVISORS, LLC

Primary Firm SEC Registration

MILL CREEK CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/5/2012

Current Firm

MILL CREEK CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MILL CREEK CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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