Ian N. Hundley
Professional summary
Ian N. Hundley, CFP® is a registered financial advisor currently at GRYPHON FINANCIAL PARTNERS located in Columbus, Ohio.
Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ian has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ian N. Hundley's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
June 23, 2024 - Present
GRYPHON FINANCIAL PARTNERS
Office #1: 325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215December 7, 2015 - December 23, 2020
FIFTH THIRD SECURITIES, INC.
October 5, 2015 - December 23, 2020
FIFTH THIRD SECURITIES, INC.
Primary Firm SEC Registration
GRYPHON FINANCIAL PARTNERS
CRD#: 288210 / SEC#: 801-110583
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/23/2024)
Exams
Series 7TO
Date: 12/20/2022
General Securities Representative ExaminationCurrent Firm
GRYPHON FINANCIAL PARTNERS
CRD#: 288210 / SEC#: 801-110583
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,579 |
| AUM (Assets Under Management) | $ 2,033,871,278 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2024 | ||
| 12/18/2023 | ||
| 10/25/2022 |
Red Flags
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