Ryan L. Wojciechowski

ADTIGO INVESTMENT ADVISORS

Morrisville, NC 27560

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CRD#: 6369308

Professional summary

Ryan Louis Wojciechowski, who also goes by Ryan Wojciechowski, is a registered financial advisor currently at ADTIGO INVESTMENT ADVISORS, LLC located in Morrisville, North Carolina.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ryan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Wojciechowski

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.

Ryan Wojciechowski is a licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Louis Wojciechowski'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

October 24, 2017 - Present

ADTIGO INVESTMENT ADVISORS, LLC

Office #1: 117 Rapidan Ct, Morrisville, NC 27560

RIA

CRD#: 289311

Morrisville, 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.

Highlighted states indicate IAR registrations

IAR

Florida
(10/24/2017)

IAR

North Carolina
(9/9/2021)

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

State Security Law Exam

IAR

Series 65

Date: 7/10/2017

Uniform Investment Adviser Law Examination

Current Firm

ADTIGO INVESTMENT ADVISORS, LLC

CRD#: 289311 / SEC#:

Florida

Registered Investment Advisory firm - (10/24/2017 Approved)

Georgia

Registered Investment Advisory firm - (10/1/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (9/1/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/18/2019 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).

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Contact information

Main Address

Morrisville, NC

Mailing Address

Phone number

(678) 640-0583

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 15,800,000

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 L. Wojciechowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ADTIGO INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2017

Current Firm

ADTIGO INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADTIGO INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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