Ryan
Suess

Kapusta Financial Group

CRD#5740389
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Ryan Suess is a financial advisor who works in Pittsburgh, Pennsylvania who has 2 years of industry experience. Suess is an advisor for Kapusta Financial Group. Throughout their career, they have worked at Globe Car Wash, Pnc Bank, Scottrade Inc, Alight Financial Advisors LLC, Alight Financial Solutions, LLC and Kapusta Financial Group. Suess holds Series 66 and Series 63 licenses, qualifying them as a securities representative, and is able to serve investors in Pennsylvania. Kapusta Financial Group is a financial advisory firm headquartered in Pittsburgh, PA. It oversees $142 million in total assets between its 969 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 969 accounts, 18% belong to high-net-worth investors who have more than $1 million in investable assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Kapusta Financial Group most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

110 Fort Couch Road Suite 108
Pittsburgh, PA 15241

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Kapusta Financial Group Brokerage Details

Total Assets Under Management

$142,049,085

PA Average: $15,833,994,310
Total Number of Employees

4

PA Average: 41
Total Number of Accounts

969

PA Average: 3,342
Average Account Size

$146,593

PA Average: $4,737,880

Investment Advisory Services

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

Ryan Suess Work History

Ryan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Kapusta Financial Group

2018 - 2021 (3 years)

Alight Financial Advisors LLC

2018 - 2021 (3 years)

Alight Financial Solutions, LLC

2013 - 2018 (5 years)

Scottrade Inc

2012 - 2013 (1 year)

Pnc Bank

2007 - 2014 (7 years)

Globe Car Wash

*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 Suess 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 Kapusta Financial Group

Catherine Kapusta
Pittsburgh, PA
Ryan Suess
Pittsburgh, PA
Bridget Loutzenhiser
Pittsburgh, PA

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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