Ryan E. Kilmartin

STARK FINANCIAL ADVISERS

CHARLOTTE, NC 28210-8917

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CRD#: 6340873

Professional summary

Ryan Edward Kilmartin is a registered financial advisor currently at STARK FINANCIAL ADVISERS, INC. located in Charlotte, North Carolina and R.M. STARK & CO., INC. located in Charlotte, North Carolina.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Ryan has worked at 2 firms and has passed the Series 65, 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Edward Kilmartin'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

May 30, 2023 - Present

STARK FINANCIAL ADVISERS, INC.

Office #1: 10042 Park Cedar Drive Suite A, Charlotte, NC 28210-8917

RIA

CRD#: 121213

CHARLOTTE, NC

Current

July 14, 2014 - Present

R.M. STARK & CO., INC.

Office #1: 10042 Park Cedar Dr Ste A, Charlotte, NC 28210-8917

CRD#: 7612

Charlotte, NC

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(2/25/2019)

North Carolina
(9/3/2014)

IAR

North Carolina
(5/30/2023)

South Carolina
(9/2/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/27/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/24/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/29/2016

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

STARK FINANCIAL ADVISERS, INC.

CRD#: 121213 / SEC#: 801-112583

RIA

Registered Investment Advisory firm - (9/26/2022 Terminated)

Florida

Registered Investment Advisory firm - (3/24/2022 Approved)

Georgia

Registered Investment Advisory firm - (5/26/2023 Approved)

North Carolina

Registered Investment Advisory firm - (6/1/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

16950 U.s. Highway 441 North, Okeechobee, FL 34972

Mailing Address

Phone number

561-715-6073/863-697-8024

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	164
AUM (Assets Under Management)	$ 82,477,110

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.

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Ryan E. Kilmartin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STARK FINANCIAL ADVISERS, INC.

R.M. STARK & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2023

Series 66

Date: 7/24/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2014

Series 24

Date: 1/29/2016

FINRA

Current Firm

STARK FINANCIAL ADVISERS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STARK FINANCIAL ADVISERS, INC.

TRUST BUT VERIFY

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