RN
Ryan P. Neupaver
SANTORI & PETERS
CANONSBURG, PA 15317
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CRD#: 5757641
RN
Professional summary
Ryan Patrick Neupaver, CFP® is a registered financial advisor currently at SANTORI & PETERS located in Canonsburg, Pennsylvania.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ryan has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.
1. PITTSBURGH ZOO AND AQUARIUM; 1 WILD PLACE, PITTSBURGH, PA 15206; MEMBER OF ENDOWMENT COMMITTEE (NON-PROFIT INVESTMENT RELATED POSITION); SINCE 07/01/2013; 2 HRS/MTH; 2 DURING SECURITY TRADING HOURS; WORK WITH OTHER MEMBERS OF THE COMMITTEE TO DEVELOP RELATIONSHIP WITH DONORS OF THE ZOO AND AQUARIUM THROUGHOUT THE REGION. MONITOR ENDOWMENT INVESTMENTS AND PERFORMANCE FOR THE PITTSBURGH ZOO AND AQUARIUM. MEMBER OF THE BOARD OF DIRECTORS SINCE 12/15/2012; NON-PROFIT INVESTMENT RELATED; 3 HOURS/MONTH DURING SECURITY TRADING HOURS; WORK WITH OTHER BOARD MEMBERS TO ENSURE A SUITABLE FUTURE OF THE ZOO AND AQUARIUM. 2. LINTEL FINANCIAL LLC POSITION: PRESIDENT NATURE: INSURANCE AGENCY INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 11/14/2014 ADDRESS 380 SOUTHPOINTE BLVD SUITE 130 CANONSBURGH PA 15317 DESCRIPTION: TERM AND PERMANENT INSURANCE, FIXED ANNUITIES, LONG-TERM CARE INSURANCE. 3. FINANCIAL PLANNING ASSOCIATION, PITTSBURGH CHAPT POSITION: BOARD MEMBER; NOT INVESTMENT RELATED; 5 HOURS PER MONTH START DATE: JUNE 1, 2021 4. CO-TRUSTEE OF THE MATTHEW R. CIRILLI TRUSTINVESTMENT RELATED START DATE: JUNE 2021 5. HAMLET CAPITAL PARTNERS, LLC POSITION: MANAGING MEMBER; INVESTMENT RELATED: YES ADDRESS: 370 BUCKINGHAM DRIVE, VENETIA, PA 15367 NATURE: REAL ESTATE INVESTMENTS; 1 HOUR PER MONTH START DATE: DECEMBER 2023 DESCRIPTION: INVEST IN REAL ESTATE
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Patrick Neupaver'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: 2015
Experience
Current
November 6, 2017 - Present
SANTORI & PETERS
Office #1: 380 Southpointe Blvd. Suite 130, Canonsburg, PA 15317RIA
CRD#: 105978
CANONSBURG, PA
Past
March 5, 2014 - November 9, 2017
OSAIC WEALTH, INC.
RIA
CRD#: 23131
VENETIA, PA
Past
September 8, 2010 - November 13, 2015
SELECT FINANCIAL GROUP, LLC
RIA
CRD#: 111099
CARNEGIE, PA
Past
May 25, 2010 - November 9, 2017
OSAIC WEALTH, INC.
BD
CRD#: 23131
VENETIA, PA
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".
S&
SANTORI & PETERS
SANTORI & PETERS | SANTORI & PETERS, INC.
CRD#: 105978 / SEC#: 801-110482
RIA
Registered Investment Advisory firm - (4/28/2017 Approved)Florida
Registered Investment Advisory firm - (5/2/2017 Terminated)Ohio
Registered Investment Advisory firm - (5/3/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/2/2017 Terminated)Texas
Registered Investment Advisory firm - (5/2/2017 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
Florida(1/29/2025)
IAR
Ohio(12/13/2018)
IAR
Pennsylvania(11/6/2017)
IAR
Texas(10/2/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
S&
SANTORI & PETERS
SANTORI & PETERS | SANTORI & PETERS, INC.
CRD#: 105978 / SEC#: 801-110482
RIA
Registered Investment Advisory firm - (4/28/2017 Approved)Florida
Registered Investment Advisory firm - (5/2/2017 Terminated)Ohio
Registered Investment Advisory firm - (5/3/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/2/2017 Terminated)Texas
Registered Investment Advisory firm - (5/2/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
380 Southpointe Blvd. Suite 130, Canonsburg, PA 15317
Mailing Address
Phone number
(412) 373-6904
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 696 |
| AUM (Assets Under Management) | $ 389,662,592 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/08/2025 | ||
| 11/18/2024 | ||
| 11/03/2023 | ||
| 01/11/2023 |
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.
