Ryan Wilson Ferrell

Employer firm

Tritonpoint Wealth, LLC CRD 328398

$1.55B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2018 → 05/2021
  Wells Fargo Clearing Services, Llc
  Annapolis, MD
• 03/2008 → 02/2018
  Ferrell Lawn Care, Llc.
  Annapolis, MD
• 05/2021 → 10/2023
  United Capital Financial Advisers Llc
  Newport Beach, CA
• 10/2023 → Present
  Tritonpoint Wealth, Llc
  Chevy Chase, MD
• 09/2025 → Present
  The Leaders Group, Dba Simplicity Investments
  Summit, NJ
• 10/2023 → Present
  Tritonpoint Partners
  Lajolla, CA

Previous Registrations

• 2021-06-09 → 2023-11-03
  United Capital Financial Advisors
  Bethesda, MD
• 2018-05-25 → 2021-05-04
  Wells Fargo Clearing Services, Llc
  Annapolis, MD

Other Businesses

1. TRITONPOINT PARTNERS - 10/6/2023 - 4225 Executive Square, Suite 1220, LaJolla, CA 92037 - Associate Advisor, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TRITONPOINT WEALTH - 10/6/2023 - 5404 Wisconsin Avenue, Suite 330, Chevy Chase, MD 20815 - Investment Advisor, Financial planning, rebalancing accounts, client meetings, Invt Rel, RA business, 40 hrs/mo; 3 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2018-05-25

Other Names

• Ryan Ferrell
• Ryan Wilson Ferrell