Tyler E. Ryan

CAPSTONE RIA

Bellingham, WA

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CRD#: 5113394

Professional summary

Tyler Eugene Ryan is a registered financial advisor currently at CAPSTONE RIA located in Bellingham, Washington.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Tyler has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Eugene 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

February 27, 2025 - Present

CAPSTONE RIA

RIA

CRD#: 334343

Bellingham, WA

Past

December 11, 2019 - July 29, 2025

CAPSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 287670

BELLINGHAM, WA

Past

February 28, 2012 - August 14, 2017

CETERA ADVISORS LLC

CRD#: 10299

BELLINGHAM, WA

Past

September 12, 2006 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

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".

CAPSTONE RIA

CAPSTONE RIA | VVR HOLDINGS LLC

CRD#: 334343 / SEC#: 801-131983

RIA

Registered Investment Advisory firm - (2/14/2025 Approved)

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

Alaska
(6/12/2025)

IAR

Texas
(3/28/2025)

IAR

Washington
(2/27/2025)

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

IAR

Series 65

Date: 5/27/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/15/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2006

General Securities Representative Examination

Current Firm

CAPSTONE RIA

CAPSTONE RIA | VVR HOLDINGS LLC

CRD#: 334343 / SEC#: 801-131983

RIA

Registered Investment Advisory firm - (2/14/2025 Approved)

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Contact information

Main Address

114 W Magnolia Street Suite #444, Bellingham, WA 98225

Mailing Address

Phone number

(877) 739-6007

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAPSTONE RIA (4/28/2025)

Regulatory assets under management

Total Number of Accounts	664
AUM (Assets Under Management)	$ 198,851,220

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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Tyler E. Ryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Eugene Ryan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPSTONE WEALTH ADVISORS, LLC

CETERA ADVISORS LLC

PACIFIC WEST SECURITIES, INC.

Primary Firm SEC Registration

CAPSTONE RIA

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2020

Series 63

Date: 12/15/2006

SIE

Date: 8/14/2017

Series 7

Date: 9/11/2006

Current Firm

CAPSTONE RIA

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPSTONE RIA

TRUST BUT VERIFY

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