RS
Ryan M. Suess
KAPUSTA FINANCIAL GROUP
Pittsburgh, PA 15241
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CRD#: 5740389
RS
Professional summary
Ryan Matthew Suess, CFP® is a registered financial advisor currently at KAPUSTA FINANCIAL GROUP located in Pittsburgh, Pennsylvania.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ryan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
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.
Name of Organization/Company: Beachbody
Is the business investment related? No
Nature of the Business: Health and Wellness
Address of the Business: 3301 Exposition Blvd Santa Monica, CA 90404
Position/Title: Wellness Coach
The start date of your relationship: 09/21/20
Description of Duties: Health and Wellness coaching
Do you have a financial interest in the organization/company? No
Approximate # of hours/week you devote to this outside activity during non-business hours: 1 - 5
Approximate # of hours/week you devote to this outside activity during business hours: 0
To your knowledge, is this organization/company a client of the Firm? No
To your knowledge, will your affiliation with this activity raise or be perceived as a potential conflict of interest? No
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Matthew Suess'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®
CFP®
Start date: 2021
Experience
Current
March 19, 2021 - Present
KAPUSTA FINANCIAL GROUP
Office #1: 110 Fort Couch Road Suite 108, Pittsburgh, PA 15241RIA
CRD#: 123349
Pittsburgh, PA
Past
May 31, 2018 - February 11, 2021
ALIGHT FINANCIAL ADVISORS, LLC
RIA
CRD#: 158744
MOON TOWNSHIP, PA
Past
May 31, 2018 - February 11, 2021
ALIGHT FINANCIAL SOLUTIONS, LLC
BD
CRD#: 36509
CHICAGO, IL
Past
February 19, 2017 - March 8, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
October 4, 2013 - March 8, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
YOUNGSTOWN, OH
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".
KF
KAPUSTA FINANCIAL GROUP
KAPUSTA FINANCIAL GROUP | KAPUSTA FINANCIAL GROUP, INC.
CRD#: 123349 / SEC#: 801-113806
RIA
Registered Investment Advisory firm - (8/9/2018 Approved)Florida
Registered Investment Advisory firm - (8/22/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/22/2018 Terminated)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(3/19/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
KF
KAPUSTA FINANCIAL GROUP
KAPUSTA FINANCIAL GROUP | KAPUSTA FINANCIAL GROUP, INC.
CRD#: 123349 / SEC#: 801-113806
RIA
Registered Investment Advisory firm - (8/9/2018 Approved)Florida
Registered Investment Advisory firm - (8/22/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/22/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
110 Fort Couch Road Suite 108, Pittsburgh, PA 15241
Mailing Address
Phone number
(412) 851-1400
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 989 |
| AUM (Assets Under Management) | $ 168,612,610 |
Red Flags
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