IC
Ian N. Cully
RITHOLTZ WEALTH MANAGEMENT
Edgewater, MD
Some features on this profile are disabled
CRD#: 6752923
IC
Professional summary
Ian Nmn Cully, who also goes by Ian Nmn Cully, Ian Cully, is a registered financial advisor currently at RITHOLTZ WEALTH MANAGEMENT located in Edgewater, Maryland.
Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ian has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ian Nmn Cully | Ian Cully
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.
Familylinks / the business is not investment-related but Ian's role is on the finance committee which oversees budget and portfolio / 401 N. Highland Ave., Pittsburgh, PA 15206 / Familylinks is a non-profit that provides services for those in the local community that are seeking help for mental illness / Board of Directors - Finance Committee / April 2021 / 3-5 hours per month devoted to the business / There is a board meeting once per quarter that occurs on a Friday afternoon. Typically they last about three hours. The finance committee meets monthly prior to business hours. / As a member of the board, Ian will be working with the executive leadership on matters related to operations, strategy, and success of the non-profit. As a member of the finance committee, Ian will be advising the board on matters related to the budget and investment operations of the business.
CRS (Client Relationship Summary) - RIA
Click below to view Ian Nmn Cully'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
October 1, 2025 - Present
RITHOLTZ WEALTH MANAGEMENT
RIA
CRD#: 168652
Edgewater, MD
Past
June 28, 2018 - October 14, 2025
ASPIRE WEALTH ARCHITECTS
RIA
CRD#: 297090
WEXFORD, PA
Past
March 2, 2017 - June 27, 2018
WEALTHCARE CAPITAL MANAGEMENT LLC
RIA
CRD#: 111119
Pittsburgh, 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".
RW
RITHOLTZ WEALTH MANAGEMENT
COMPREHENSIVE PORTFOLIO MANAGEMENT, LLC | RITHOLTZ WEALTH MANAGEMENT | RITHOLTZ & CO. | LIFTOFF | GOOD ADVICE
CRD#: 168652 / SEC#: 801-78479
RIA
Registered Investment Advisory firm - (9/16/2013 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
Maryland(10/1/2025)
Current Firm
RW
RITHOLTZ WEALTH MANAGEMENT
COMPREHENSIVE PORTFOLIO MANAGEMENT, LLC | RITHOLTZ WEALTH MANAGEMENT | RITHOLTZ & CO. | LIFTOFF | GOOD ADVICE
CRD#: 168652 / SEC#: 801-78479
RIA
Registered Investment Advisory firm - (9/16/2013 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
24 West 40th Street 15th Floor, New York, NY 10018
Mailing Address
Phone number
(212) 625-1200
Established
Firm type
Fiscal year end
# of Employees
71
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,801 |
| AUM (Assets Under Management) | $ 6,459,181,176 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/28/2025 | ||
| 04/10/2024 |
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.
