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RS

Ryan G. Stadelmann

CAPSTONE PARTNERS
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 6056750
RS

Professional summary

Ryan G Stadelmann, who also goes by Ryan G Stadelmann, Ryan George Stadelmann, is a registered financial professional currently at CAPSTONE PARTNERS located in Boston, Massachusetts.

Ryan is registered as a RR (Registered Representative) and started their career in finance in 2014. Ryan has worked at 5 firms and has passed the Series 65, Series 66, Series 79TO, Series 7 and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ryan G Stadelmann | Ryan George Stadelmann

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) - BD

Click below to view Ryan G Stadelmann'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®
None

Experience

Current

November 28, 2022 - Present

CAPSTONE PARTNERS

Office #1: 10 Post Office Square Suite 800n, Boston, MA 02109
BD
CRD#: 132185
BOSTON, MA
Past

March 2, 2021 - August 15, 2022

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

RIA
CRD#: 137342
BOSTON, MA
Past

March 9, 2015 - August 5, 2016

WINDHAVEN INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 155138
BOSTON, MA
Past

September 30, 2014 - December 23, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LINCOLN, RI
Past

July 17, 2014 - December 23, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LINCOLN, RI
Past

January 8, 2014 - May 20, 2014

RKCA, INC.

BD
CRD#: 17655
CINCINNATI, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/29/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/29/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/26/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 7/28/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79
Date: 1/8/2014
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CAPSTONE PARTNERS
CAPSTONE CAPITAL MARKETS LLC | CAPSTONE PARTNERS | CAPSTONE HEADWATERS

CRD#: 132185 / SEC#: , 8-66572

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
10 Post Office Square Suite 800n, Boston, MA 02109
Mailing Address
10 Post Office Square Suite 800n, Boston, MA 02109
Phone number
(617) 619-3300
Established
Delaware since 04/08/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CAPSTONE CORPORATE FINANCE LLCDIRECT OWNER
BEEKMAN, TODD ANDREWDIRECTOR6291198
CASPER, MARK VERNON JR.CHIEF FINANCIAL OFFICER6682711
DAHLKE, STEPHEN MATTHEWCHIEF COMPLIANCE OFFICER2577928
FERRARA, JOHN MARIO IIPRESIDENT2097226
JANSON, PAUL EDWARDDIRECTOR4992234
KLEINMAN, SCOTT DAVIDDIRECTOR2357636
MILCETICH, MATTHEW LOUISEXECUTIVE MANAGING DIRECTOR6419334
VALDIVIA, SERENAAML OFFICER7790899

Disclosures

Regulatory Event1

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

CAPSTONE PARTNERS

CRD#: 132185Boston, MA 02109

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