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Ryan Matthew Suess

CFP®

KAPUSTA FINANCIAL GROUP

PITTSBURGH, PA

·CRD# 5740389·13 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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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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Credentials

CFP®

Certified Financial PlannerSince 2021

Years of Experience

13 years in the financial services industry

Current & Past Employments

KAPUSTA FINANCIAL GROUP·CRD# 123349

RIA

110 Fort Couch Road Suite 108, Pittsburgh, PA 15241

March 19, 2021 - Present

ALIGHT FINANCIAL ADVISORS, LLC·CRD# 158744

RIA

Moon Township, PA

May 31, 2018 - February 11, 2021

ALIGHT FINANCIAL SOLUTIONS, LLC·CRD# 36509

BD

Chicago, IL

May 31, 2018 - February 11, 2021

SCOTTRADE INVESTMENT MANAGEMENT·CRD# 169988

RIA

Saint Louis, MO

February 19, 2017 - March 8, 2018

SCOTTRADE, INC.·CRD# 8206

BD

Youngstown, OH

October 4, 2013 - March 8, 2018

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Current Firm

KF

KAPUSTA FINANCIAL GROUP

KAPUSTA FINANCIAL GROUP | KAPUSTA FINANCIAL GROUP, INC.

CRD#: 123349 / SEC#: 801-113806

RIA

Registered Investment Advisory firm - SEC (8/9/2018 Approved)

Florida

Registered Investment Advisory firm - Florida (8/22/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - Pennsylvania (8/22/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

110 Fort Couch Road Suite 108, Pittsburgh, PA 15241

Phone Number

(412) 851-1400

# of Employees

4

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

971

AUM (Assets Under Management)

$199,605,506

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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.

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

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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 - SEC (8/9/2018 Approved)

Florida

Registered Investment Advisory firm - Florida (8/22/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - Pennsylvania (8/22/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

IAR

Pennsylvania
(3/19/2021)

IAR

Texas
(7/13/2026)

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

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

Series 66 — Uniform Combined State Law Examination

Passed Feb 2017About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2013About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2013About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Sep 2016About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jul 2016About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Matthew Suess's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RS

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