George P. Ramsay

TELOS CAPITAL PARTNERS

MOUNT PLEASANT, SC 29464

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CRD#: 7093448

Professional summary

George Philp Ramsay II, who also goes by George P Ramsay II, George Philp Ramsay, is a registered financial advisor currently at TELOS CAPITAL PARTNERS located in Mount Pleasant, South Carolina.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. George has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George P Ramsay Ii | George Philp Ramsay

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 George Philp Ramsay II'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®

None

Experience

Current

July 9, 2025 - Present

TELOS CAPITAL PARTNERS

Office #1: 863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464

RIA

CRD#: 331293

MOUNT PLEASANT, SC

Past

July 16, 2024 - November 13, 2024

SUMMIT FINANCIAL, LLC

RIA

CRD#: 299322

CHARLESTON, SC

Past

April 6, 2019 - August 8, 2025

CAPASSO PLANNING PARTNERS LLC

RIA

CRD#: 294673

CHARLESTON, SC

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

South Carolina
(7/9/2025)

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: 3/22/2019

Uniform Investment Adviser Law Examination

Current Firm

TELOS CAPITAL PARTNERS

TELOS CAPITAL PARTNERS | TELOS CAPITAL PARTNERS, LLC

CRD#: 331293 / SEC#:

South Carolina

Registered Investment Advisory firm - (9/6/2024 Approved)

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Contact information

Main Address

863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464

Mailing Address

Phone number

(843) 867-4399

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 5,328,808

Red Flags

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

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George P. Ramsay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Philp Ramsay II's CRS (Customer Relationship Summary).

Certified licenses

Experience

TELOS CAPITAL PARTNERS

SUMMIT FINANCIAL, LLC

CAPASSO PLANNING PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/2019

Current Firm

TELOS CAPITAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TELOS CAPITAL PARTNERS

TRUST BUT VERIFY

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