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Ryan M. Turbyfill
CAPSTONE INVESTMENT FINANCIAL GROUP
Webster, NY 14580
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CRD#: 6789678
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Professional summary
Ryan Mark Turbyfill is a registered financial advisor currently at CAPSTONE INVESTMENT FINANCIAL GROUP, LLC located in Webster, New York.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ryan has worked at 1 firm and has passed the Series 65 exam.
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.
Turbyfill Investments Inc with Re/Max Alliance, not investment related, 13770 E. Rice Pl, Aurora, CO 80015. Take real estate owned bank residential properties assigned and manage asset through sale. Less than 10% is regular real estate representing buyers and sellers. Owner/President. 4/21/2005. 10 hours per month, 5 hours during business hours/month.
Noashy LLC, not investment related, 13770 E. Rice Pl. Aurora, CO 80015, Own residential properties and rent out for long term. Owner/President. 2/3/2009, 2 hours per month, no hours during business hours, accounting, management, respond to tenant issues.
Turbyfill and Son LLC, not investment related, 13770 E. Rice Pl, Aurora, CO 80015, Own residential properties and rent out for long term. Co-owner/president, 2/19/2090, 4 hours per month, 0 hours during business hours, accounting and overall management.
Fairplay Ventres LLC, 13770 E. Rice Pl, Aurora, CO 80015, own residential properties and rent out for the long term. Co-owner, president. 2/18/2009, 2 hours per month, 0 hours during business hours per month, accounting and overall management.
Elevation Multisport LLC, not investment related, 13770 E. Rice pl, Aurora, CO 80015, coach endurance athletes to meet their goals, owner/coach, 9/3/2013, 20 hours per month, 8 hours during business hours per month, write athlete's schedules, respond to their questions/concerns, periodically meet to discuss form.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Mark Turbyfill'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®
NoneExperience
Current
April 28, 2017 - Present
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
Office #1: 115 West Salori Court, Webster, NY 14580RIA
CRD#: 122575
Webster, NY
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".
CI
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | DUNN WARREN INVESTMENT ADVISORS, LLC | DUNN CAPITAL MANAGEMENT, LLC | DUNN CAPITAL MANAGEMENT
CRD#: 122575 / SEC#: 801-67699
RIA
Registered Investment Advisory firm - (4/17/2007 Approved)Colorado
Registered Investment Advisory firm - (5/2/2007 Terminated)Florida
Registered Investment Advisory firm - (4/24/2007 Terminated)Texas
Registered Investment Advisory firm - (4/20/2007 Terminated)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
Colorado(4/28/2017)
Current Firm
CI
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | DUNN WARREN INVESTMENT ADVISORS, LLC | DUNN CAPITAL MANAGEMENT, LLC | DUNN CAPITAL MANAGEMENT
CRD#: 122575 / SEC#: 801-67699
RIA
Registered Investment Advisory firm - (4/17/2007 Approved)Colorado
Registered Investment Advisory firm - (5/2/2007 Terminated)Florida
Registered Investment Advisory firm - (4/24/2007 Terminated)Texas
Registered Investment Advisory firm - (4/20/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
115 West Salori Court, Webster, NY 14580
Mailing Address
Phone number
(719) 477-9883
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 881 |
| AUM (Assets Under Management) | $ 136,583,840 |
Red Flags
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Company Information
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
CRD#: 122575Webster, NY 14580TRUST BUT VERIFY
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