RG
Ryan D. Greenlee
BARRETT CAPITAL MANAGEMENT,LLC
Richmond, VA 23236
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CRD#: 7601500
RG
Professional summary
Ryan Douglas Greenlee is a registered financial advisor currently at BARRETT CAPITAL MANAGEMENT,LLC located in Richmond, Virginia.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ryan has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Douglas Greenlee'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
August 5, 2022 - Present
BARRETT CAPITAL MANAGEMENT,LLC
Office #1: 812 Moorefield Park Drive Suite 112, Richmond, VA 23236RIA
CRD#: 117272
Richmond, VA
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
Texas(9/24/2025)
IAR
Virginia(8/5/2022)
Exams
Current Firm
BC
BARRETT CAPITAL MANAGEMENT,LLC
BARRETT CAPITAL MANAGEMENT,LLC
CRD#: 117272 / SEC#: 801-63027
RIA
Registered Investment Advisory firm - (3/31/2015 Terminated)Florida
Registered Investment Advisory firm - (12/6/2019 Approved)Texas
Registered Investment Advisory firm - (9/8/2025 Conditional Restricted)Virginia
Registered Investment Advisory firm - (3/31/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
812 Moorefield Park Drive Suite 112, Richmond, VA 23236
Mailing Address
Phone number
(804) 419-1100
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 161 |
| AUM (Assets Under Management) | $ 42,150,908 |
Red Flags
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Company Information
BARRETT CAPITAL MANAGEMENT,LLC
CRD#: 117272Richmond, VA 23236TRUST BUT VERIFY
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