Abbey Ciancutti

BOLLIN WEALTH MANAGEMENT

Perrysburg, OH 43551

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CRD#: 7292856

Professional summary

Abbey Ciancutti, who also goes by Abbey Large, is a registered financial advisor currently at BOLLIN WEALTH MANAGEMENT, LLC located in Perrysburg, Ohio.

Abbey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Abbey has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Abbey Large

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 Abbey Ciancutti'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

March 3, 2026 - Present

BOLLIN WEALTH MANAGEMENT, LLC

Office #1: 842 W. South Boundary St., Perrysburg, OH 43551

RIA

CRD#: 150396

Perrysburg, OH

Past

November 1, 2021 - January 7, 2026

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

Perrysburg, OH

Past

May 5, 2021 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

PERRYSBURG, OH

Past

January 12, 2021 - January 7, 2026

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

PERRYSBURG, OH

Past

September 17, 2020 - November 19, 2020

W&S BROKERAGE SERVICES, INC.

CRD#: 8099

MAUMEE, 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
(3/3/2026)

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 65

Date: 2/12/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/7/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/20/2021

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 9/17/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 8/31/2020

Securities Industry Essentials Examination

Current Firm

BOLLIN WEALTH MANAGEMENT, LLC

BOLLIN WEALTH MANAGEMENT | BOLLIN, PHILLIP EDWARD | BOLLIN WEALTH MANAGEMENT, LLC

CRD#: 150396 / SEC#:

Michigan

Registered Investment Advisory firm - (10/8/2010 Approved)

Ohio

Registered Investment Advisory firm - (6/8/2009 Approved)

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Contact information

Main Address

842 W. South Boundary St., Perrysburg, OH 43551

Mailing Address

Phone number

(419) 878-3934

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 70,200,000

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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Firm Stability Insights

Abbey Ciancutti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abbey Ciancutti's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

W&S BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2026

Series 63

Date: 6/7/2021

Series 7TO

Date: 8/20/2021

Series 6TO

Date: 9/17/2020

SIE

Date: 8/31/2020

Current Firm

BOLLIN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOLLIN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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