RS
Ryan N. Shubin
IMPACT PARTNERSHIP WEALTH
MIRAMAR BEACH, FL 32550
Some features on this profile are disabled
CRD#: 4367965
RS
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 Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan N. Shubin | Ryan Shubin
Other business activities
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.
1) PURSHE KAPLAN STERLING INVESTMENTS; YES INVESTMENT RELATED; 80 STATE STREET, ALBANY, NY 12207; BROKER DEALER; REGISTERED REPRESENTATIVE; 11/2011; 20 HRS/MO DEVOTED; 20 HRS/MO DEVOTED DURING SECURITY TRADING HOURS; OFFERING B/D INVESTMENTS TO MY CLIENTS AND PROSPECTS. INVESTMENT PRODUCTS INCLUDE 529 PLANS, VARIABLE ANNUITIES, DIRECT MUTUAL FUNDS AND OTHER B/D PRODUCTS. 2) PKS FINANCIAL SERVICES, INC; YES INVESTMENT RELATED; 80 STATE STREET, ALBANY, NY 12207; INSURANCE; INSURANCE AGENT; 12/2011; 15 HRS/MO DEVOTED; 5 HRS/MO DEVOTED DURING SECURITY TRADING HOURS; MARKET, EDUCATE AND SELL DISABILITY, LONG-TERM-CARE INSURANCE, FIXED LIFE AND ANNUITIES. 3) RYAN SHUBIN; YES INVESTMENT RELATED; 80 STATE STREET, ALBANY, NY 12207; INSURANCE; INSURANCE AGENT; 8/2001; 20 HRS/MO DEVOTED; 20 HRS/MO DEVOTED DURING SECURITY TRADING HOURS. OFFERING INSURANCE INVESTMENTS TO MY CLIENTS AND PROSPECTS. INSURANCE PRODUCTS INCLUDE FIXED ANNUITIES AND LIFE INSURANCE. 4) FORT WORTH BOAT CLUB; NOT INVESTMENT RELATED; 10000 BOAT CLUB ROAD, FORT WORTH, TX 76179; YACHT CLUB; SAILING DIRECTOR; 1/2023; 40 HRS/MO DEVOTED; 0 HRS/MO DURING SECURITY TRADING HOURS; DESIGN SCHEDULE AND IMPLEMENT LEARN TO SAIL CLASSES. 5) Impact Partnership Wealth d/b/a Windward Wealth Services; Investment Related; At Registered location; RIA; IAR
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Nicholas Shubin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 2, 2023 - Present
IMPACT PARTNERSHIP WEALTH, LLC
Office #1: 755 Grand Blvd Ste B-105-343, Miramar Beach, FL 32550RIA
CRD#: 313928
MIRAMAR BEACH, FL
Current
November 17, 2011 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 755 Grand Blvd, Ste B-105-343, Miramar Beach, FL 32550BD
CRD#: 35747
Miramar Beach, FL
Past
September 23, 2021 - June 1, 2023
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
PLEASANT GROVE, UT
Past
April 25, 2017 - October 20, 2021
LEGACY PRIVATE CLIENT GROUP, INC.
RIA
CRD#: 159063
NEWPORT BEACH, CA
Past
November 23, 2011 - December 31, 2016
LEGACY PRIVATE CLIENT GROUP, INC.
RIA
CRD#: 159063
Fort Worth, TX
Past
June 1, 2009 - November 28, 2011
MORGAN STANLEY
RIA
CRD#: 149777
IRVINE, CA
Past
June 1, 2009 - November 28, 2011
MORGAN STANLEY
BD
CRD#: 149777
IRVINE, CA
Past
December 15, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
IRVINE, CA
Past
December 12, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
IRVINE, CA
Past
July 17, 2001 - January 8, 2009
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
NEWPORT BEACH, CA
Past
May 9, 2001 - January 8, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
NEWPORT BEACH, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IP
IMPACT PARTNERSHIP WEALTH, LLC
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
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/27/2012)
RR
California(11/17/2011)
IAR
Florida(4/24/2024)
RR
Florida(5/27/2025)
RR
Georgia(4/16/2012)
RR
Idaho(10/11/2022)
RR
Nevada(10/18/2022)
RR
Pennsylvania(3/15/2012)
RR
Utah(11/18/2016)
IAR
Utah(6/2/2023)
RR
Virginia(10/11/2022)
RR
Washington(10/7/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IP
IMPACT PARTNERSHIP WEALTH, LLC
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
CRD#: 313928 / SEC#: 801-121239
RIA
Registered Investment Advisory firm - (5/24/2021 Approved)Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1688 White Circle Nw, Marietta, GA 30066
Mailing Address
Phone number
(800) 380-5040
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,237 |
| AUM (Assets Under Management) | $ 1,682,147,707 |
Red Flags
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.
Company Information
IMPACT PARTNERSHIP WEALTH, LLC
CRD#: 313928Miramar Beach, FL 32550TRUST BUT VERIFY
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