William
Ryan

Ayrshire Capital Management LLC

CRD#3108653
Investment Advisor
in Westport, CT

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About this Advisor

William Ryan is a financial advisor based in Westport, Connecticut, working with Ayrshire Capital Management LLC. William has previously held positions at Wjr Financial, LLC, The Dowling Group Wealth Management, and Ayrshire Capital Management LLC. William has passed the Series 63 regulatory exam and is registered to provide services in Connecticut, Florida, and Massachusetts. Currently, William is part of Ayrshire Capital Management LLC, which operates out of Westport, Connecticut. The firm has 2 employees and manages assets totaling $241.0 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Ayrshire Capital Management LLC includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

136 Main Street Suite 203
Westport, CT 06880

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Ayrshire Capital Management LLC Brokerage Details

Total Assets Under Management

$240,969,008

CT Average: $5,297,377,271
Total Number of Employees

2

CT Average: 35
Total Number of Accounts

246

CT Average: 690
Average Account Size

$979,549

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

William Ryan Work History

2018 - Present (6 years)

Ayrshire Capital Management LLC

2017 - 2017 (< 1 year)

The Dowling Group Wealth Management

2007 - 2018 (11 years)

Wjr Financial, LLC

Disclosures

Please visit the SEC profile of William Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ayrshire Capital Management LLC

John Nevin
Westport, CT
William Ryan
Westport, CT

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