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Ryan John Volpe

Ryan J. Volpe

VOLPE INVESTMENTS
CRANFORD, NJ 07016
Some features on this profile are disabled
CRD#: 6987233
Ryan John Volpe

Professional summary

Ryan John Volpe is a registered financial advisor currently at VOLPE INVESTMENTS LLC located in Cranford, New Jersey.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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 John Volpe'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

April 22, 2026 - Present

VOLPE INVESTMENTS LLC

Office #1: 23 North Avenue East, Suite 1, Cranford, NJ 07016
RIA
CRD#: 340047
CRANFORD, NJ
Past

September 6, 2023 - May 21, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
CRANFORD, NJ
Past

September 5, 2023 - May 21, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
CRANFORD, NJ
Past

September 4, 2019 - September 14, 2023

EDWARD JONES

RIA
CRD#: 250
WESTFIELD, NJ
Past

August 10, 2019 - September 14, 2023

EDWARD JONES

BD
CRD#: 250
WESTFIELD, NJ

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
New Jersey
(4/22/2026)
IAR
Texas
(5/11/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/31/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/10/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/17/2019
Securities Industry Essentials Examination

Current Firm

VI
VOLPE INVESTMENTS LLC
VOLPE INVESTMENTS LLC

CRD#: 340047 / SEC#:

New Jersey
Registered Investment Advisory firm - (4/21/2026 Approved)
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Contact information

Main Address
23 North Avenue East, Suite 1, Cranford, NJ 07016
Mailing Address
Phone number
(908) 325-9878
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

VOLPE INVESTMENTS LLC

CRD#: 340047Cranford, NJ 07016

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