DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Carolyn Bunting Ryan Decker
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
Also filed as Carolyn B Ryan
At current firm
1 y
since Mar 4, 2025
In the industry
27 y
since Mar 25, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Scs Capital Management LLC independent RIA currentsince Mar 4, 2025 · Boston, Ma
- Lake Street Advisors formerApr 25, 2017 to Mar 11, 2025 · Portsmouth, Nh
- Lake Street Advisors, LLC formerMar 15, 2006 to Apr 20, 2017 · Portsmouth, Nh
- Ballentine Finn & Co Inc unclassifiedMar 31, 1999 to Mar 3, 2006 · Wolfeboro, Nh
Moves
a registration end followed by a registration begin elsewhere
- Lake Street Advisors to Scs Capital Management LLCleft Mar 11, 2025, registered Mar 4, 2025 (-7 days) · RIA to RIA · moved with a team
- Lake Street Advisors, LLC to Lake Street Advisorsleft Apr 20, 2017, registered Apr 25, 2017 (5 days) · channel change inside one enterprise, not a move · moved with a team
- Ballentine Finn & Co Inc to Lake Street Advisors, LLCleft Mar 3, 2006, registered Mar 15, 2006 (12 days) · Other
Signals
- Carolyn Bunting Ryan Decker left Lake Street Advisors for Scs Capital Management Llc (registered 2025-03-04)Mar 11, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address