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Ryan Wilson Ferrell

Tritonpoint Wealth, LLC

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About Ryan Wilson Ferrell

Ryan Ferrell is an investment advisor representative currently registered with Tritonpoint Wealth, LLC. Ryan Ferrell has a background in the financial services industry, with previous roles at Goldman Sachs & Co. LLC and Wells Fargo Clearing Services, LLC. Ryan Ferrell has obtained the Series 66, Series 7TO, SIE, and Series 7 licenses. TritonPoint Wealth, LLC is a financial advisor firm based in Chevy Chase, MD.

Firm Information

Ryan Ferrell is currently registered with Tritonpoint Wealth, LLC. Tritonpoint Wealth, LLC is an investment advisor headquartered in Chevy Chase, MD. The firm manages over $1.3 billion in assets for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Tritonpoint Wealth, LLC

4445 WILLARD AVE.

CHEVY CHASE, MD 20815

$1.33B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Ferrell’s Registration & Firm History

MD

01/29/2024 - Present

Tritonpoint Wealth, LLC (CHEVY CHASE MD)

MD

04/13/2023 - 11/03/2023

GOLDMAN SACHS & CO. LLC (Bethesda MD)

MD

05/07/2018 - 05/04/2021

WELLS FARGO CLEARING SERVICES, LLC (ANNAPOLIS MD)

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Licenses & Designations

BOTH

Issued 05/25/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Wilson Ferrell.
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