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RIA / WealthAdvisorChartered Financial Consultant27 years in industry

WILLIAM JOSEPH RYAN

Advisor at AYRSHIRE CAPITAL MANAGEMENT LLC

WESTPORT, CT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 27, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AYRSHIRE CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63
First exam: Oct 6, 1998
First registration: Oct 27, 2004
Dual registered: no
Other names: JOE RYAN|JOSEPH RYAN|W JOSEPH RYAN
IAPD individual key: 3108653

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AYRSHIRE CAPITAL MANAGEMENT LLC	Independent wealth	Dec 3, 2018	n/a	yes	WESTPORT, CT	Current employment
THE DOWLING GROUP WEALTH MANAGEMENT	Independent wealth	Feb 11, 2017	Jan 23, 2018	no	GREENWICH, CT	Previous registration
WJR FINANCIAL, LLC	n/a	Jan 2, 2008	Dec 11, 2018	no	SOUTHPORT, CT	Previous registration
H. BECK, INC.	Former SEC adviser	Oct 27, 2004	Dec 31, 2007	no	WEYMOUTH, MA\|NORWELL, MA\|WESTPORT, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WJR FINANCIAL, LLC	THE DOWLING GROUP WEALTH MANAGEMENT	Dec 11, 2018	Feb 11, 2017	-668	Firm change after gap	Other
THE DOWLING GROUP WEALTH MANAGEMENT	AYRSHIRE CAPITAL MANAGEMENT LLC	Jan 23, 2018	Dec 3, 2018	314	Firm change	Other
H. BECK, INC.	WJR FINANCIAL, LLC	Dec 31, 2007	Jan 2, 2008	2	Firm change	Other

Relationships

Registered with (4)

→ AYRSHIRE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Dec 3, 2018 to presentfactForm ADV
→ WJR FINANCIAL, LLCRegistered adviserregistration: previous registration
Jan 2, 2008 to Dec 11, 2018factForm ADV
→ THE DOWLING GROUP WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 11, 2017 to Jan 23, 2018factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Oct 27, 2004 to Dec 31, 2007factForm ADV

Dated events

No dated event names this entity yet.