Ryan
Petry

Corda Investment Management, LLC

CRD#5021785
Investment Advisor
in Broomfield, CO

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About this Advisor

Ryan Petry is a financial advisor who works in Broomfield, Colorado who has 1 year of relevant experience. Petry is an advisor for Corda Investment Management, LLC. Throughout their career, they have worked at Td Ameritrade Inc, Scottrade, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Zenith Investment Management LLC and Corda Investment Management, LLC. Petry maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to serve investors in Colorado. Corda Investment Management, LLC is a business headquartered in Houston, TX. The company has offices in four locations and a total of 25 financial advisors. It administers $1 billion in total assets across its 2,890 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 2,890 accounts, 70% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services usually depend on the financial services provided. However, fees billed by Corda Investment Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

390 Interlocken Crescent Suite 348
Broomfield, CO 80021

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Corda Investment Management, LLC Brokerage Details

Total Assets Under Management

$1,447,427,210

CO Average: $3,042,739,679
Total Number of Employees

25

CO Average: 49
Total Number of Accounts

2,890

CO Average: 2,315
Average Account Size

$500,840

CO Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ryan Petry Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Corda Investment Management, LLC

2021 - 2022 (1 year)

Zenith Investment Management LLC

2018 - 2021 (3 years)

Td Ameritrade, Inc

2018 - 2021 (3 years)

Td Ameritrade Investment Management, LLC

2014 - 2018 (4 years)

Scottrade

2009 - 2014 (5 years)

Td Ameritrade Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Petry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Corda Investment Management, LLC

Shane Bulgerin
Houston, TX
Randy Kratz
Houston, TX
Craig Fowlkes
Houston, TX
Terrance Puhl
Houston, TX
Eyal Lavie
Houston, TX
Duane Davis
Dallas, TX
Rajin Joshi
Houston, TX
Teresa Queal
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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