Ryan Nicholas Shubin
Professional Summary
Ryan Nicholas Shubin, who also goes by Ryan N. Shubin, Ryan Shubin, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Miramar Beach, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Miramar Beach, Florida. Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Ryan has worked at 7 firms and has passed the Series 66, Series 99TO, SIE and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ryan N. Shubin, Ryan Shubin
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIRLINGSHIRE INVESTMENTS
FALCON WEALTH PLANNING, LLC
CAPITAL CLIENT GROUP, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIRLINGSHIRE INVESTMENTS
FALCON WEALTH PLANNING, LLC
CAPITAL CLIENT GROUP, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIRLINGSHIRE INVESTMENTS
FALCON WEALTH PLANNING, LLC
CAPITAL CLIENT GROUP, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIRLINGSHIRE INVESTMENTS
FALCON WEALTH PLANNING, LLC
CAPITAL CLIENT GROUP, INC.
Years of Experience
25 years in the financial services industry
Current & Past Employments
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIRLINGSHIRE INVESTMENTS
FALCON WEALTH PLANNING, LLC
CAPITAL CLIENT GROUP, INC.
Current Firm
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
Contact Information
Main Address
1688 White Circle Nw, Marietta, GA 30066Phone Number
(800) 380-5040# of Employees
100SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
16,058AUM (Assets Under Management)
$2,963,975,229Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIRLINGSHIRE INVESTMENTS
FALCON WEALTH PLANNING, LLC
CAPITAL CLIENT GROUP, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIRLINGSHIRE INVESTMENTS
FALCON WEALTH PLANNING, LLC
CAPITAL CLIENT GROUP, INC.
Primary Firm SEC Registration
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS
State Registrations and Notice Filings
(2/27/2012)
(11/17/2011)
(4/24/2024)
(5/27/2025)
(4/16/2012)
(10/11/2022)
(10/18/2022)
(3/15/2012)
(11/18/2016)
(6/2/2023)
(10/11/2022)
(10/7/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIRLINGSHIRE INVESTMENTS
FALCON WEALTH PLANNING, LLC
CAPITAL CLIENT GROUP, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Nicholas Shubin's CRS (Customer Relationship Summary).
Similar Advisors
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIRLINGSHIRE INVESTMENTS
FALCON WEALTH PLANNING, LLC
CAPITAL CLIENT GROUP, INC.
