Ryan Paul Freitas

Employer firm

Townsquare Capital, LLC CRD 288576

$18.1B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• SUB-ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → 12/2016
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 12/2016 → 03/2018
  Self Employed
  Park City, UT
• 03/2018 → 11/2020
  Ccm Investment Management, Llc
  New Bedford, MA
• 09/2025 → Present
  Orion Portfolio Solutions
  Omaha, NE
• 09/2025 → Present
  Townsquare Capital
  Lehi, UT
• 11/2020 → 09/2025
  Self Employed
  Park City, UT

Previous Registrations

• 2018-03-14 → 2020-11-16
  Ccm Investment Management, Llc
  New Bedford, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-07-07

Designations

• Chartered Financial Analyst

Other Names

• Ryan Freitas