Unclaimed Profile

Bruce Charles Ryan

SOURCE CAPITAL GROUP, INC.·WESTPORT, Connecticut

SIE, Series 1, Series 7TO, Series 24, Series 53, Series 63, Series 66, Series 79TO, Series 99TO14 years registeredSOURCE CAPITAL GROUP, INC.

276 POST ROAD WEST, WESTPORT, CT 06880CRD# 408083Firm CRD# 36719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Charles Ryan · WESTPORT, CT

Registration

CRD #408083 · SOURCE CAPITAL GROUP, INC. · 14 years registered

Brand Profile

Not yet started

Career History

NOBLE CAPITAL MANAGEMENT, INC.

May 2021 – present

TRUST ADVISORY GROUP LTD

Feb 2017 – Feb 2021

Westport, CT

SOURCE CAPITAL GROUP, INC.

Sep 2011 – Feb 2017

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 53

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · September 23, 2011

Years registered · 14

Disclosure History

2003Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SOURCE CAPITAL GROUP, INC.

CRD 36719 · SEC 801-88199

AUM

$145M

Regulatory assets under management

Employees

371 client accounts

Services offered by SOURCE CAPITAL GROUP, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SOURCE CAPITAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Bruce Charles Ryan offer?

Bruce Charles Ryan specializes in Investment Management. Contact their office in WESTPORT, Connecticut for a consultation.

What are Bruce Charles Ryan's credentials?

Bruce Charles Ryan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Charles Ryan located?

Bruce Charles Ryan is based in WESTPORT, Connecticut, working with SOURCE CAPITAL GROUP, INC.. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.

How does Bruce Charles Ryan charge for services?

Bruce Charles Ryan's firm is compensated through percentage of aum, hourly charges, commissions, other: management fees from third party managers.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOURCE CAPITAL GROUP, INC.?

SOURCE CAPITAL GROUP, INC. has approximately 18 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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