Michael F. Ryan

WAYCROSS INVESTMENT MANAGEMENT CO

BELLINGHAM, WA 98225

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CRD#: 2176997

Professional summary

Michael Frederick Ryan is a registered financial advisor currently at WAYCROSS INVESTMENT MANAGEMENT CO located in Bellingham, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 1 firm and has passed the Series 63 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

QUANTITATIVE EARNINGS DIGEST, INC INVESTMENT RELATED 1326 COMMERCIAL ST., BELLINGHAM WA 98255 QUANTITATIVE EQUITY RESEARCH PRESIDENT 3/84 - PRESENT 15 HRS/MONTH 50% DURING TRADING HRS. RESEARCH, ANALYSIS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Frederick Ryan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

December 1, 1991 - Present

WAYCROSS INVESTMENT MANAGEMENT CO

Office #1: 119 N, Commercial St. Suite 191, Bellingham, WA 98225

RIA

CRD#: 105034

BELLINGHAM, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WAYCROSS INVESTMENT MANAGEMENT CO

WAYCROSS INVESTMENT MANAGEMENT CO | WAYCROSS INVESTMENT MANAGEMENT COMPANY

CRD#: 105034 / SEC#: 801-120007

RIA

Registered Investment Advisory firm - (12/18/2020 Approved)

Delaware

Registered Investment Advisory firm - (1/25/2021 Terminated)

Washington

Registered Investment Advisory firm - (2/22/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(12/1/1991)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/11/1991

Uniform Securities Agent State Law Examination

Principal/Supervisory Exam

Series 24

Date: 9/3/1991

General Securities Principal Examination

Current Firm

WAYCROSS INVESTMENT MANAGEMENT CO

WAYCROSS INVESTMENT MANAGEMENT CO | WAYCROSS INVESTMENT MANAGEMENT COMPANY

CRD#: 105034 / SEC#: 801-120007

RIA

Registered Investment Advisory firm - (12/18/2020 Approved)

Delaware

Registered Investment Advisory firm - (1/25/2021 Terminated)

Washington

Registered Investment Advisory firm - (2/22/2021 Terminated)

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Contact information

Main Address

119 N Commercial St Ste 191, Bellingham, WA 98225

Mailing Address

Po Box 1618, Bellingham, WA 98227-1618

Phone number

(360) 671-0148

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAYCROSS INVESTMENT MANAGEMENT CO FORM ADV PART 2 FEB 2025 (2/25/2025)

Regulatory assets under management

Total Number of Accounts	334
AUM (Assets Under Management)	$ 216,691,379

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.

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Michael F. Ryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Frederick Ryan's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAYCROSS INVESTMENT MANAGEMENT CO

Primary Firm SEC Registration

WAYCROSS INVESTMENT MANAGEMENT CO

State Registrations and Notice Filings

Exams

Series 63

Date: 10/11/1991

Series 24

Date: 9/3/1991

Current Firm

WAYCROSS INVESTMENT MANAGEMENT CO

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WAYCROSS INVESTMENT MANAGEMENT CO

TRUST BUT VERIFY

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