RC
Ryan T. Cooper
VERTICUS ADVISORS
SANDY, UT
Some features on this profile are disabled
CRD#: 7319761
RC
Professional summary
Ryan Thomas Cooper is a registered financial advisor currently at VERTICUS ADVISORS INC. located in Sandy, Utah.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ryan has worked at 2 firms .
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.
Nagel CPAs, LLC - Accounting, Tax, Consulting - 40 hrs. per week.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Thomas Cooper'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®
NoneExperience
Current
January 2, 2025 - Present
VERTICUS ADVISORS INC.
RIA
CRD#: 333313
SANDY, UT
Past
January 25, 2021 - November 18, 2024
ARCHER INVESTMENT CORPORATION
RIA
CRD#: 136403
Sandy, UT
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
Utah(1/2/2025)
Exams
Current Firm
VA
VERTICUS ADVISORS INC.
VERTICUS ADVISORS INC.
CRD#: 333313 / SEC#:
Utah
Registered Investment Advisory firm - (1/2/2025 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Sandy, UT
Mailing Address
Phone number
(801) 893-8883
Established
Firm type
Fiscal year end
# of Employees
1
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.
