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RC

Ryan A. Chiaverini

MERITAGE PORTFOLIO MANAGEMENT
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 5792569
RC

Professional summary

Ryan Anthony Chiaverini, who also goes by Ryan Chiaverini, is a registered financial advisor currently at MERITAGE PORTFOLIO MANAGEMENT, INC. located in Overland Park, Kansas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ryan has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Chiaverini

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 Anthony Chiaverini'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 27, 2018 - Present

MERITAGE PORTFOLIO MANAGEMENT, INC.

Office #1: 7500 College Blvd Suite 1212, Overland Park, KS 66210
RIA
CRD#: 107177
Overland Park, KS
Past

February 15, 2017 - September 18, 2017

CREATIVE PLANNING

RIA
CRD#: 105348
LEAWOOD, KS
Past

November 20, 2013 - December 13, 2016

KANSAS CITY BROKERAGE. INC

BD
CRD#: 32383
MERRIAM, KS
Past

October 24, 2013 - December 13, 2016

DEMARCHE

RIA
CRD#: 145851
MERRIAM, KS
Past

October 24, 2013 - December 13, 2016

DEMARCHE

RIA
CRD#: 105500
MERRIAM, KS
Past

October 22, 2013 - December 13, 2016

ENDEX CAPITAL MANAGMENT LLC

RIA
CRD#: 109541
MERRIAM, KS
Past

August 4, 2010 - November 23, 2012

CUSH CAPITAL MANAGEMENT, LLC

RIA
CRD#: 148421
OVERLAND PARK, KS

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".
MP
MERITAGE PORTFOLIO MANAGEMENT, INC.
EVEANS BASH KLEIN | MERITAGE PORTFOLIO MANAGEMENT, INC. | EVEANS BASH MAGRINO & KLEIN INC | EVEANS BASH KLEIN, INC.

CRD#: 107177 / SEC#: 801-39348

RIA
Registered Investment Advisory firm - (6/28/1991 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
Kansas
(6/27/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 10/28/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/1/2010
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/13/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/20/2013
General Securities Representative Examination

Current Firm

MP
MERITAGE PORTFOLIO MANAGEMENT, INC.
EVEANS BASH KLEIN | MERITAGE PORTFOLIO MANAGEMENT, INC. | EVEANS BASH MAGRINO & KLEIN INC | EVEANS BASH KLEIN, INC.

CRD#: 107177 / SEC#: 801-39348

RIA
Registered Investment Advisory firm - (6/28/1991 Approved)
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Contact information

Main Address
7500 College Blvd Suite 1212, Overland Park, KS 66210
Mailing Address
Phone number
(913) 345-7000
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

03-26-2025 PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,480
AUM (Assets Under Management)$ 2,416,719,874

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

MERITAGE PORTFOLIO MANAGEMENT, INC.

CRD#: 107177Overland Park, KS 66210

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