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William Joseph Ryan

Ayrshire Capital Management LLC

Westport, CT

CRD 3108653

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Employer firm

Ayrshire Capital Management LLC CRD 157883

$285M regulatory AUM 112 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Ayrshire Capital Management Llc

136 Main Street Suite 203, Westport, CT 06880 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-12-11
CT RA APPROVED 2018-12-03
  • MA RA
    APPROVED
    Since 2018-12-11
  • CT RA
    APPROVED
    Since 2018-12-03

Branch Locations

136 Main Street Suite 203, Westport, CT 06880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wjr Financial, Llc Southport CT 11/2007 12/2018
The Dowling Group Wealth Management Greenwich CT 01/2017 12/2017
Ayrshire Capital Management Llc Westport CT 12/2018 Present
Previous Registrations
  • 2008-01-02 → 2018-12-11
    Wjr Financial, Llc
    Southport, CT
  • 2017-02-11 → 2018-01-23
    The Dowling Group Wealth Management
    Greenwich, CT
  • 2004-10-27 → 2007-12-31
    Grove Point Investments, Llc
    Weymouth, MA
    Norwell, MA
    Westport, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-10-06
  • S63 Uniform Securities Agent State Law Examination
    1998-10-06
Designations
  • Chartered Financial Consultant
Other Names
  • Joe Ryan
  • Joseph Ryan
  • W Joseph Ryan

View on SEC IAPD

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