Unclaimed Profile

Ryan Anthony Mumy

SOLLINDA CAPITAL MANAGEMENT LLC·MIAMI, Florida

SIE, Series 7, Series 66CFPClean record21 years registeredSOLLINDA CAPITAL MANAGEMENT LLC

1111 BRICKELL AVE, MIAMI, FL 33131CRD# 4673615Firm CRD# 321742

Profile Verification

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

Identity

Ryan Anthony Mumy · MIAMI, FL

Registration

CRD #4673615 · SOLLINDA CAPITAL MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

SOLLINDA CAPITAL MANAGEMENT LLC

Mar 2024 – present

CIC ADVISERS, LLC

Jul 2009 – Dec 2012

RALEIGH, NC

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Jul 2009 – Mar 2024

HICKORY, NC

WELLS FARGO ADVISORS, LLC

Jan 2008 – Jul 2009

HICKORY, NC

A. G. EDWARDS & SONS, INC.

Feb 2005 – Jan 2008

HICKORY, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 17, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOLLINDA CAPITAL MANAGEMENT LLC

CRD 321742 · SEC 801-127144

AUM

$917M

Regulatory assets under management

Employees

1,159 client accounts

Services offered by SOLLINDA CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOLLINDA CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Anthony Mumy offer?

Ryan Anthony Mumy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Ryan Anthony Mumy's credentials?

Ryan Anthony Mumy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan Anthony Mumy located?

Ryan Anthony Mumy is based in MIAMI, Florida, working with SOLLINDA CAPITAL MANAGEMENT LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Ryan Anthony Mumy charge for services?

Ryan Anthony Mumy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOLLINDA CAPITAL MANAGEMENT LLC?

SOLLINDA CAPITAL MANAGEMENT LLC has approximately 14 employees and manages $917M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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