Ryan Whited has been an investment adviser representative at Wealthtrak Capital Management since April 2015, and is not listed among the firm’s executive officers or direct owners. Ryan Whited holds a Bachelor of Science in Psychology from James Madison University.
Wealthtrak Capital Management, L.L.C. is a Virginia Beach, VA firm with $214M under management, 278 clients and 3 advisers in one office, as of its May 2026 filing.
Ryan Whited is Director of Portfolio Management of WealthTrak Capital Management. Since 2014 he has worked on the client experience, implementing and maintaining advisory operations and executing all discretionary trades. He is an investment advisor representative of the firm.
- Wealthtrak AdvisorsCurrent– present · 11 yearsVirginia Beach, VA · Adviser representative · Firm CRD 160057
Professional designations
Listed by Wealthtrak Capital Management
- CFA
Investment adviser representative registrations
Ryan Whited is registered as an investment adviser representative in Virginia, since April 2015.
- VirginiaSince 27 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 April 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ryan Wayne Whited
- CRD
- 6416287
- Firm
- Wealthtrak Capital Management · CRD 160057
- Office
- 272 BENDIX ROAD, SUITE 130, Virginia Beach, VA 23452
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthtrakcm.com
Where does Ryan Whited work?
Ryan Whited is an investment adviser representative registered through Wealthtrak Capital Management, L.L.C. since April 2015, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Whited a financial advisor?
Yes. Ryan Whited has a current investment-adviser registration in Virginia, through Wealthtrak Capital Management since April 2015.
How many years of experience does Ryan Whited have?
Ryan Whited has 11 years in the financial industry, since April 2015, across 1 adviser firm.
What exams has Ryan Whited passed?
Ryan Whited passed the Series 65 in April 2015.
Where is Ryan Whited based?
Ryan Whited’s registered office is in Virginia Beach, VA.
Is Ryan Whited registered with FINRA?
No. Ryan Whited has no current broker registration.
Is Ryan Whited a CFA charterholder?
Wealthtrak Capital Management lists Ryan Whited with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Ryan Whited’s record?
Search CRD 6416287 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Whited’s full registration record.