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RS

Ryan Stadelmann

CAPSTONE PARTNERS
BOSTON, MA
·CRD# 6056750·12 years experience

Professional Summary

Ryan Stadelmann, who also goes by Ryan G Stadelmann, Ryan George Stadelmann, is a registered financial advisor 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 63, Series 65, Series 66, Series 79TO, Series 7 and Series 79 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan G Stadelmann, Ryan George Stadelmann

Blog Corner

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Videos & Posts

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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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Years of Experience

12 years in the financial services industry

Current & Past Employments

CAPSTONE PARTNERS·CRD# 132185
BD
10 Post Office Square Suite 800n, Boston, MA 02109
November 28, 2022 - Present
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC·CRD# 137342
RIA
Boston, MA
March 2, 2021 - August 15, 2022
WINDHAVEN INVESTMENT MANAGEMENT, INC.·CRD# 155138
RIA
Boston, MA
March 9, 2015 - August 5, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Lincoln, RI
September 30, 2014 - December 23, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Lincoln, RI
July 17, 2014 - December 23, 2014
RKCA, INC.·CRD# 17655
BD
Cincinnati, OH
January 8, 2014 - May 20, 2014

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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)

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

Medium

FINRA licenses (19 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CAPSTONE CORPORATE FINANCE LLCDIRECT OWNER—
BEEKMAN, TODD ANDREWDIRECTOR6291198
FERRARA, JOHN MARIO IIPRESIDENT2097226
HOHENSTEIN, THOMASCHIEF FINANCIAL OFFICER3123815
JANSON, PAUL EDWARDDIRECTOR4992234
KLEINMAN, SCOTT DAVIDDIRECTOR2357636
MILCETICH, MATTHEW LOUISEXECUTIVE MANAGING DIRECTOR6419334
SZWAGULAK, JOHNCHIEF COMPLIANCE OFFICER4033023
VALDIVIA, SERENAAML OFFICER7790899

Disclosures

Regulatory Event

1

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Massachusetts
(9/1/2026)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2026About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2021About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Sep 2014About the Series 66 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Nov 2022About the Series 79TO exam

Series 7 — General Securities Representative Examination

Passed Jul 2014About the Series 7 exam

Series 79 — Investment Banking Registered Representative Examination

Passed Jan 2014About the Series 79 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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