Caitlin N. Cully

ASPIRE WEALTH ARCHITECTS

Wexford, PA 15090

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CRD#: 5203006

Professional summary

Caitlin Nmn Cully, who also goes by Caitlin Cully, Caitlin Curry, Caitlin Cully Ross, is a registered financial advisor currently at ASPIRE WEALTH ARCHITECTS located in Wexford, Pennsylvania.

Caitlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Caitlin has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Caitlin Cully | Caitlin Curry | Caitlin Cully Ross

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caitlin Nmn Cully's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 30, 2018 - Present

ASPIRE WEALTH ARCHITECTS

Office #1: 150 N Meadows Drive Suite 220, Wexford, PA 15090

RIA

CRD#: 297090

Wexford, PA

Past

June 10, 2010 - July 2, 2018

WEALTHCARE CAPITAL MANAGEMENT LLC

RIA

CRD#: 111119

PITTSBURGH, PA

Past

September 19, 2008 - March 23, 2010

PWA WEALTH MANAGEMENT

RIA

CRD#: 126927

PITTSBURGH, PA

Past

September 19, 2008 - March 23, 2010

PWA SECURITIES, INC.

CRD#: 145097

PITTSBURGH, PA

Past

July 9, 2007 - July 30, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SEWICKLEY, PA

Past

April 20, 2007 - July 30, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SEWICKLEY, PA

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".

ASPIRE WEALTH ARCHITECTS

ASPIRE WEALTH ARCHITECTS | AVALON ADVISORY GROUP LLC

CRD#: 297090 / SEC#: 801-113420

RIA

Registered Investment Advisory firm - (6/11/2018 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/30/2018)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/6/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/19/2007

General Securities Representative Examination

Current Firm

ASPIRE WEALTH ARCHITECTS

ASPIRE WEALTH ARCHITECTS | AVALON ADVISORY GROUP LLC

CRD#: 297090 / SEC#: 801-113420

RIA

Registered Investment Advisory firm - (6/11/2018 Approved)

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Contact information

Main Address

150 N Meadows Drive Suite 220, Wexford, PA 15090

Mailing Address

Phone number

(412) 879-0584

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASPIRE WEALTH ARCHITECTS PART 2A BROCHURE 3.2025 (10/30/2025)

Regulatory assets under management

Total Number of Accounts	530
AUM (Assets Under Management)	$ 256,740,227

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.

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Caitlin N. Cully

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caitlin Nmn Cully's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPIRE WEALTH ARCHITECTS

WEALTHCARE CAPITAL MANAGEMENT LLC

PWA WEALTH MANAGEMENT

PWA SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ASPIRE WEALTH ARCHITECTS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/6/2007

Series 7

Date: 4/19/2007

Current Firm

ASPIRE WEALTH ARCHITECTS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPIRE WEALTH ARCHITECTS

TRUST BUT VERIFY

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