Ryan Edward Casey

Employer firm

Tilia Fiduciary Partners, Inc. CRD 157852

$404M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/2008 → 07/2017
  United States Marine Corps
  Jacksonville, NC
• 08/2017 → Present
  Tilia Fiduciary Partners, Inc.
  Wilmington, NC
• 01/2022 → Present
  Tilia Fiduciary Partners, Inc.
  Wilmington, NC

Other Businesses

1.) Tilia Holdings, LLC., Member/Owner, Real estate holding company, 32 North Front Street, Wilmington NC 28401, Not investment related, Started 01/06/2022, <1 hour/month devoted during securities trading hours, Passive real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-13

Designations

• Certified Financial Planner