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Ryan G Cullen

CULLEN INVESTMENT GROUP
Cincinnati, OH
·CRD# 7207490·7 years experience

Professional Summary

Ryan G Cullen, who also goes by Ryan Cullen, is a registered financial advisor currently at CULLEN INVESTMENT GROUP located in Cincinnati, Ohio. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan Cullen

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

CULLEN INVESTMENT GROUP·CRD# 310055
RIA
Cincinnati, OH
July 24, 2020 - Present
CULLEN CIOFFI CAPITAL MANAGEMENT·CRD# 318803
RIA
Cincinnati, OH
February 7, 2022 - December 31, 2023
MORGAN STANLEY·CRD# 149777
RIA
Cincinnati, OH
March 13, 2020 - July 31, 2020
MORGAN STANLEY·CRD# 149777
BD
Cincinnati, OH
February 21, 2020 - July 31, 2020

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Current Firm

CI
CULLEN INVESTMENT GROUP

CULLEN INVESTMENT GROUP

CRD#: 310055
Ohio
Registered Investment Advisory firm - Ohio (7/21/2020 Approved)

Contact Information

Main Address

Cincinnati, OH

Phone Number

(513) 508-3183

# of Employees

1

Documents

Latest Form ADV
0

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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.

Cullen Investment Group Yes, the business is investment-related Address: 3567 Royal Stewart Ct, Cincinnati, OH 45245 Nature of other business: Investment Advisory firm Title and relationship with other business: Chief Executive Officer, principal owner Start date of relationship: 7/1/2020 Number of hours devoted: Currently 160-200/month, however, that will be winding down as I focus on the new firm. Number of hours devoted during trading hours/ 3-7 hours a day, however, that will be reallocated to the new firm, Cullen Cioffi Capital Management. I was founder, principal owner and chief executive officer of Cullen Investment Group.

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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.
IAR
Ohio
(7/24/2020)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Feb 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan G Cullen's CRS (Customer Relationship Summary).

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