Ryan Tax Capital, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
321878
Registered since
December 18, 2023

Firm profile

FINTRX

Overview

Ryan Tax Capital, LLC is a limited liability company that registered with the SEC in 2023. The firm is listed as an unclassified adviser and is owned by a domestic entity/individual combination. According to available disclosures, Ryan Tax Capital does not act as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or a related adviser. The firm’s specific advisory activities, client segments, fee schedule and investment strategy were not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Frederick Teufel

    Frederick Teufel

    DirectorCRD 2092408

  • Donna Dimaria

    Donna Dimaria

    Registered RepresentativeCRD 1406234

  • Patrick Chism

    Patrick Chism

    Managing DirectorCRD 2875421

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth