Ryan P. Mccafferty

LARGE AND GILBERT WEALTH ADVISORY

ATLANTA, GA 30328

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CRD#: 6365889

Professional summary

Ryan Patrick Mccafferty, CFP® is a registered financial advisor currently at LARGE AND GILBERT WEALTH ADVISORY located in Atlanta, Georgia.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ryan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.

GRANDVIEW CONCEPTS LLC, NOT INVESTMENT RELATED, 1799 LIBERTY GROVE RD., ALPHARETTA, GA 30004, E-COMMERCE: T-SHIRTS, PARTNER, RELATIONSHIP START DATE WAS 03/2017, 16 HOURS/MONTH (ALL WEEKENDS), NO HOURS ARE DEVOTED DURING SECURITIES TRADING HOURS, MY ROLE IS TO SIMPLY CREATE T-SHIRT DESIGNS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Patrick Mccafferty'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

December 12, 2017 - Present

LARGE AND GILBERT WEALTH ADVISORY

Office #1: 6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328

RIA

CRD#: 129301

ATLANTA, GA

Past

September 15, 2014 - October 26, 2017

MORGAN STANLEY

RIA

CRD#: 149777

PITTSBURGH, PA

Past

August 4, 2014 - October 26, 2017

MORGAN STANLEY

CRD#: 149777

PITTSBURGH, PA

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".

LARGE AND GILBERT WEALTH ADVISORY

KEYSTONE FINANCIAL GROUP, INC. | LARGE AND GILBERT WEALTH ADVISORY | L&G FINANCIAL SERVICES, INC.

CRD#: 129301 / SEC#: 801-121415

RIA

Registered Investment Advisory firm - (6/4/2021 Approved)

Alabama

Registered Investment Advisory firm - (12/5/2018 Terminated)

Georgia

Registered Investment Advisory firm - (7/15/2021 Terminated)

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).

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

Georgia
(12/13/2017)

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.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 9/15/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 8/4/2014

General Securities Representative Examination

Current Firm

LARGE AND GILBERT WEALTH ADVISORY

KEYSTONE FINANCIAL GROUP, INC. | LARGE AND GILBERT WEALTH ADVISORY | L&G FINANCIAL SERVICES, INC.

CRD#: 129301 / SEC#: 801-121415

RIA

Registered Investment Advisory firm - (6/4/2021 Approved)

Alabama

Registered Investment Advisory firm - (12/5/2018 Terminated)

Georgia

Registered Investment Advisory firm - (7/15/2021 Terminated)

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Contact information

Main Address

6849 Peachtree Dunwoody Road Building A1, Atlanta, GA 30328

Mailing Address

Phone number

(770) 698-9816

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KEYSTONE FINANCIAL GROUP, INC. ADV BROCHURE (9/11/2026)

Regulatory assets under management

Total Number of Accounts	630
AUM (Assets Under Management)	$ 247,434,680

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 P. Mccafferty

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LARGE AND GILBERT WEALTH ADVISORY

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

LARGE AND GILBERT WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 66

Passed: 9/15/2014

SIE

Passed: 10/26/2017

Series 7

Passed: 8/4/2014

Current Firm

LARGE AND GILBERT WEALTH ADVISORY

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LARGE AND GILBERT WEALTH ADVISORY

TRUST BUT VERIFY

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