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George Philp Ramsay

Telos Capital Partners

Mount Pleasant, SC

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Current Employers
Telos Capital Partners

863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-07-09
  • SC RA
    APPROVED
    Since 2025-07-09

Branch Locations

863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464 • 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
Capasso Planning Partners Llc Charleston SC 04/2019 06/2025
College Of Charleston Charleston SC 08/2017 12/2018
King Street Hospitality Charleston SC 04/2009 08/2017
Lowcountry Urology Charleston SC 08/2012 08/2017
Na Charleston SC 12/2018 04/2019
Summit Financial, Llc Parsippany NJ 07/2024 11/2024
Telos Capital Partners, Llc Mount Pleasant SC 07/2025 Present
  • 04/2019 → 06/2025
    Capasso Planning Partners Llc
    Charleston, SC
  • 08/2017 → 12/2018
    College Of Charleston
    Charleston, SC
  • 04/2009 → 08/2017
    King Street Hospitality
    Charleston, SC
  • 08/2012 → 08/2017
    Lowcountry Urology
    Charleston, SC
  • 12/2018 → 04/2019
    Na
    Charleston, SC
  • 07/2024 → 11/2024
    Summit Financial, Llc
    Parsippany, NJ
  • 07/2025 → Present
    Telos Capital Partners, Llc
    Mount Pleasant, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-22
  • S65 Uniform Investment Adviser Law Examination
    2019-03-22
Designations
Other Names
  • George Philp Ramsay
  • George P Ramsay

View on SEC IAPD

Other Firms

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APOLLON FINANCIAL, LLC
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SAOS CAPITAL, LLC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
MORRIS FINANCIAL CONCEPTS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ALEXANDRA GUNDRADA LUNDGREN
Josh Joseph Renda
JASON THOMAS ROSENER
OWEN HAYES MALCOLM
CHRISTOPHER MICHAEL BURKE
PAUL FRANCIS SPIZZUOCO
BRIAN JAMES WILEY
ROBERT HY GORMAN

Other Offices

APOLLON WEALTH MANAGEMENT, LLC · MOUNT PLEASANT, SC
APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
CETERA INVESTMENT ADVISERS LLC · MT. PLEASANT, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC

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