RL
CFP
RL
CFP

Ryan Lancaster

12 Years of Experience
Buffalo, NY
Broker

Ryan Lancaster is a CFP-designated registered investment advisor at Capital Client Group, INC., based in Buffalo, NY, with 12 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
606 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Buffalo, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.Broker
August 2026 - Present · 2 mos
Capital Client Group, INC.
August 2026 - Present · 2 mos
Capital Client Group, INC.
August 2026 - Present · 2 mos
Previous Registrations
T. Rowe Price Associates, INC.
November 2023 - August 2026 · 2 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
November 2023 - August 2026 · 2 yrs 9 mos
Nuveen Securities, LLCBroker
May 2021 - September 2023 · 2 yrs 4 mos
Nuveen Asset Management, LLC
May 2021 - September 2023 · 2 yrs 4 mos
Prudential Annuities Distributors, INCBroker
October 2016 - December 2020 · 4 yrs 2 mos
Oppenheimerfunds Distributor, INC.Broker
February 2015 - June 2016 · 1 yr 4 mos
AXA Distributors, LLCBroker
July 2013 - January 2015 · 1 yr 6 mos
State Registrations2 states
CANY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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