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RG

Ryan C. Gehsmann

ADAPTFIRST INVESTMENTS LLC
Greensboro, NC
Some features on this profile are disabled
CRD#: 6201351
RG

Professional summary

Ryan Christopher Gehsmann is a registered financial advisor currently at ADAPTFIRST INVESTMENTS LLC located in Greensboro, North Carolina.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ryan has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Gehsmann'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

September 13, 2019 - Present

ADAPTFIRST INVESTMENTS LLC

RIA
CRD#: 289096
Greensboro, NC
Past

April 3, 2017 - September 10, 2019

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
GREENSBORO, NC
Past

February 17, 2017 - September 10, 2019

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
GREENSBORO, NC
Past

May 26, 2016 - February 2, 2017

WADDELL & REED

RIA
CRD#: 866
COLUMBIA, SC
Past

April 22, 2016 - February 2, 2017

WADDELL & REED

BD
CRD#: 866
COLUMBIA, SC

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
Louisiana
(2/19/2026)
IAR
New York
(3/20/2021)
IAR
North Carolina
(9/13/2019)
IAR
South Carolina
(4/16/2021)
IAR
Texas
(2/16/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/26/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/22/2016
General Securities Representative Examination

Current Firm

AI
ADAPTFIRST INVESTMENTS LLC
ADAPTFIRST INVESTMENTS LLC | ADAPTFIRST- TAX AND INVESTMENTS

CRD#: 289096 / SEC#:

California
Registered Investment Advisory firm - (2/23/2021 Approved)
Florida
Registered Investment Advisory firm - (6/6/2022 Approved)
Georgia
Registered Investment Advisory firm - (7/31/2023 Approved)
Indiana
Registered Investment Advisory firm - (6/12/2023 Approved)
Louisiana
Registered Investment Advisory firm - (2/19/2026 Approved)
Maryland
Registered Investment Advisory firm - (1/25/2021 Approved)
New York
Registered Investment Advisory firm - (10/14/2020 Approved)
North Carolina
Registered Investment Advisory firm - (8/9/2017 Approved)
Ohio
Registered Investment Advisory firm - (9/1/2020 Approved)
South Carolina
Registered Investment Advisory firm - (4/16/2021 Approved)
Texas
Registered Investment Advisory firm - (2/16/2023 Conditional Restricted)
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Contact information

Main Address
Kernersville, NC
Mailing Address
Phone number
(336) 759-0300
Established
Firm type
Fiscal year end
# of Employees
12

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts856
AUM (Assets Under Management)$ 82,650,669

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

ADAPTFIRST INVESTMENTS LLC

CRD#: 289096Greensboro, NC

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