Morgan Stanley
45yrs
Top advisor by experience in Greensburg
8yrs
Ryan Codrick
Full name on record: Ryan Marshall Codrick
Financial advisor at Chapel Hill Investment Analysts
Based in Greensburg, Pennsylvania, Ryan Codrick is a fiduciary financial advisor with 8 years of industry experience. Ryan joined Chapel Hill Investment Analysts in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Chapel Hill Investment Analysts reports being paid through a percentage of assets and hourly fees.
One of 132 advisors with offices in Greensburg, and one of 117 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office126 Mathews Street, Suite 1600, Greensburg, PA 15601
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$308,967
Advisors at the firm3
States licensed ?1 state
Services through Chapel Hill Investment Analysts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowChapel Hill Investment Analysts Inc.Current firm
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Chapel Hill Investment Analysts at (724)830-2600 and ask for Ryan Codrick. Ryan works from the Greensburg, PA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Chapel Hill Investment Analysts reports being paid by a percentage of the assets they manage, hourly fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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