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 organized as a limited liability company and is registered with the SEC as of 2023. The firm is categorized as unclassified in the source data and is owned by a combination of a domestic entity and an individual. The disclosure provided to FINTRX is sparse: there is no breakdown of client types, fee arrangements, or specific advisory activities in the record supplied. The profile indicates Ryan Tax Capital is not positioned as a capital allocator and is not identified as a multi-state adviser or a pension consultant. The firm also does not report being an active ESG investor or a related adviser.

Assets & Accounts

Investments & Alternatives

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

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Recent M&A activity

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Recent filings

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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