Ryan C. Wilson

WILSON CAPITAL

Swampscott, MA

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CRD#: 5723269

Professional summary

Ryan Cole Wilson, CFP® is a registered financial advisor currently at WILSON CAPITAL, LLC located in Swampscott, Massachusetts.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ryan has worked at 2 firms and has passed the Series 66, Series 63 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 Ryan Cole Wilson's 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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

March 19, 2013 - Present

WILSON CAPITAL, LLC

RIA

CRD#: 166557

Swampscott, MA

Past

December 2, 2009 - November 12, 2012

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

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

Massachusetts
(3/19/2013)

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 66

Date: 1/22/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/7/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/1/2009

General Securities Representative Examination

Current Firm

WILSON CAPITAL, LLC

WILSON CAPITAL INVESTMENT ADVISORY | WILSON CAPITAL, LLC

CRD#: 166557 / SEC#:

Louisiana

Registered Investment Advisory firm - (12/5/2024 Terminated)

Massachusetts

Registered Investment Advisory firm - (3/19/2013 Approved)

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).

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Contact information

Main Address

Swampscott, MA

Mailing Address

Phone number

(508) 527-6592

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	147
AUM (Assets Under Management)	$ 29,263,290

Red Flags

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

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Ryan C. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Cole Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILSON CAPITAL, LLC

EATON VANCE DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2013

Series 63

Date: 4/7/2010

Series 7

Date: 12/1/2009

Current Firm

WILSON CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WILSON CAPITAL, LLC

TRUST BUT VERIFY

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