Ryan Peterson

from Copperleaf Capital, LLC
SEC regulated
Regulated Investment Advisor
Ryan Peterson is a financial advisor based in North Carolina, Raleigh, with 27 years of experience. Ryan currently works for Copperleaf Capital, LLC. Ryan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Ryan Peterson works at Copperleaf Capital, LLC
Copperleaf Capital, LLC is a financial advisory firm based in Raleigh, North Carolina. It currently has approximately $149,408,526 of assets under management and employs about 7 people. Copperleaf Capital, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
5904 Six Forks Road, Suite 201, Raleigh, North Carolina, 27609

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