Ryan E. Townsley
TOWN CAPITAL
Bel Air, MD 21014
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CRD#: 6885396
Professional summary
Ryan Eric Townsley, CFP® is a registered financial advisor currently at TOWN CAPITAL located in Bel Air, Maryland.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Biography
I am a Navy Veteran, husband, and father.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Social Security Planning
Insurance Planning
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
AUM
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Retirement Planning & Distribu...
Tax Planning
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.
Rental property Type of business: rental property Middle River, MD Start date: 8/1/2005 Owner Hours per week: <1 Hours during trading: 0 Received some cash flow, but due to depreciation, minimal profit. Rental property Type of business: rental property Dundalk, MD Start date: 9/11/2008 Owner Hours per week: <1 Hours during trading: 0 Received some cash flow, but due to depreciation, minimal profit. Serving as part time professor for Towson University, Business department
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Eric Townsley'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®
Start date: 2021
Experience
Current
November 29, 2018 - Present
TOWN CAPITAL
Office #1: 5 South Hickory Avenue, Bel Air, MD 21014RIA
CRD#: 299341
Bel Air, MD
Past
February 20, 2018 - June 20, 2018
EDWARD JONES
RIA
CRD#: 250
FOREST HILL, MD
Past
January 27, 2018 - June 20, 2018
EDWARD JONES
BD
CRD#: 250
FOREST HILL, MD
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".
TC
TOWN CAPITAL
TOWN CAPITAL | TOWN CAPITAL, LLC
CRD#: 299341 / SEC#: 801-132806
RIA
Registered Investment Advisory firm - (5/19/2025 Approved)Delaware
Registered Investment Advisory firm - (6/10/2025 Terminated)Maryland
Registered Investment Advisory firm - (6/12/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/10/2025 Terminated)Texas
Registered Investment Advisory firm - (6/9/2025 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
Maryland(11/29/2018)
IAR
Texas(1/23/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TC
TOWN CAPITAL
TOWN CAPITAL | TOWN CAPITAL, LLC
CRD#: 299341 / SEC#: 801-132806
RIA
Registered Investment Advisory firm - (5/19/2025 Approved)Delaware
Registered Investment Advisory firm - (6/10/2025 Terminated)Maryland
Registered Investment Advisory firm - (6/12/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/10/2025 Terminated)Texas
Registered Investment Advisory firm - (6/9/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
112 W Pennsylvania Ave Ste 301, Bel Air, MD 21014
Mailing Address
Phone number
(410) 864-0209
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 532 |
| AUM (Assets Under Management) | $ 121,933,927 |
Red Flags
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Company Information
TOWN CAPITAL
CRD#: 299341Bel Air, MD 21014TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
