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 registered as a limited liability company and appears in FINTRX as an SEC-registered adviser with a 2023 registration year. FINTRX classifies the firm as unclassified and records the owner type as both a domestic entity and an individual. The profile shows limited public disclosure about the firm's business model: fields for client base, fee structure, business activities and advisory activities are not provided. The database flags several operational attributes: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. Those entries suggest a narrow set of activities reported to FINTRX or that the firm has not yet completed standard reporting fields.

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

    DirectorCRD 2092408

  • DONNA DIMARIA

    Registered RepresentativeCRD 1406234

  • 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