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Timothy S. Riley

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CRD#: 2152553
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Shane Riley, who also goes by Tim Riley, Timothy S Riley, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1991. Timothy had worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tim Riley | Timothy S Riley

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 6, 2011 - September 13, 2023

RICAP ASSET MANAGEMENT, LTD.

RIA
CRD#: 140766
SAN DIEGO, CA
Past

February 26, 2009 - August 22, 2011

RICAP ASSET MANAGEMENT, LTD.

RIA
CRD#: 140766
SAN DIEGO, CA
Past

January 15, 2008 - December 31, 2008

RICAP ASSET MANAGEMENT, LTD.

RIA
CRD#: 140766
SAN DIEGO, CA
Past

August 18, 2006 - December 31, 2007

RICAP ASSET MANAGEMENT, LTD.

RIA
CRD#: 140766
SAN DIEGO, CA
Past

March 7, 2006 - May 23, 2006

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

January 23, 2006 - May 23, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

January 23, 1995 - June 7, 1995

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 16, 1992 - February 6, 1995

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 26, 1991 - January 30, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/6/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RA
RICAP ASSET MANAGEMENT, LTD.
RICAP ASSET MANAGEMENT, LTD.

CRD#: 140766 / SEC#:

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Contact information


Main Address
11622 El Camino Real Suite 100, San Diego, CA 92130
Mailing Address
Phone number
(858) 764-2533
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 3,867,234

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RICAP ASSET MANAGEMENT, LTD.

CRD#: 140766

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