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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

Ryan Drew Cortner

Advisor at CLEARWELL GROUP

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e5d6e728-1c99-9a3e-e872-3739cbfa0fdc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jun 30, 2020 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Ryan Drew Cortner

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEARWELL GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Jun 30, 2020
Dual registered: no
Other names: Ryan Cortner
IAPD individual key: 7196948

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLEARWELL GROUP	Independent wealth	Apr 14, 2026	n/a	yes	TAMPA, FL	Current employment
CLEARWELL GROUP	Independent wealth	Jun 30, 2020	Dec 31, 2025	no	TAMPA, FL	Previous registration

Relationships

Registered with (1)

→ CLEARWELL GROUPRegistered adviserregistration: previous registration
Jun 30, 2020 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5d6e728-1c99-9a3e-e872-3739cbfa0fdc
First observed: Jun 30, 2020
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Ryan Drew Cortner

Advisor at CLEARWELL GROUP

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e5d6e728-1c99-9a3e-e872-3739cbfa0fdc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:23 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CLEARWELL GROUP

Independent wealth

Apr 14, 2026

n/a

yes

TAMPA, FL

Current employment

CLEARWELL GROUP

Independent wealth

Jun 30, 2020

Dec 31, 2025

TAMPA, FL

Previous registration