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RC

Ryan G. Cullen

CULLEN INVESTMENT GROUP
Cincinnati, OH
Some features on this profile are disabled
CRD#: 7207490
RC

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Cullen

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.
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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan G Cullen'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®
None

Experience

Current

July 24, 2020 - Present

CULLEN INVESTMENT GROUP

RIA
CRD#: 310055
Cincinnati, OH
Past

February 7, 2022 - December 31, 2023

CULLEN CIOFFI CAPITAL MANAGEMENT

RIA
CRD#: 318803
Cincinnati, OH
Past

March 13, 2020 - July 31, 2020

MORGAN STANLEY

RIA
CRD#: 149777
CINCINNATI, OH
Past

February 21, 2020 - July 31, 2020

MORGAN STANLEY

BD
CRD#: 149777
CINCINNATI, OH

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
Ohio
(7/24/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/13/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/21/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/7/2019
Securities Industry Essentials Examination

Current Firm

CI
CULLEN INVESTMENT GROUP
CULLEN INVESTMENT GROUP

CRD#: 310055 / SEC#:

Ohio
Registered Investment Advisory firm - (7/21/2020 Approved)
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Contact information

Main Address
Cincinnati, OH
Mailing Address
Phone number
(513) 508-3183
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

CULLEN INVESTMENT GROUP

CRD#: 310055Cincinnati, OH

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