Rylee G. Critcher

ALLEN WEALTH MANAGEMENT

BOONE, NC 28607

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CRD#: 7466313

Professional summary

Rylee Greer Critcher, who also goes by Rylee G Critcher, Rylee Critcher, is a registered financial advisor currently at ALLEN WEALTH MANAGEMENT, LLC located in Boone, North Carolina and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Boone, North Carolina.

Rylee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Rylee has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Aliases

Rylee G Critcher | Rylee Critcher

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 Rylee Greer Critcher's CRS (Customer Relationship Summary).

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 2, 2026 - Present

ALLEN WEALTH MANAGEMENT, LLC

Office #1: 980 Highway 105, Boone, NC 28607

RIA

CRD#: 133038

BOONE, NC

Current

August 7, 2025 - Present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Office #1: 980 Highway 105, Boone, NC 28607

CRD#: 6694

BOONE, NC

Past

January 13, 2022 - July 7, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

CHARLOTTE, NC

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".

ALLEN WEALTH MANAGEMENT, LLC

CRD#: 133038 / SEC#: 801-64431

RIA

Registered Investment Advisory firm - (6/20/2005 Approved)

North Carolina

Registered Investment Advisory firm - (6/22/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

North Carolina
(8/8/2025)

IAR

North Carolina
(7/2/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/1/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/26/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/31/2026

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 1/13/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/22/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

ALLEN WEALTH MANAGEMENT, LLC

CRD#: 133038 / SEC#: 801-64431

RIA

Registered Investment Advisory firm - (6/20/2005 Approved)

North Carolina

Registered Investment Advisory firm - (6/22/2005 Terminated)

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Contact information

Main Address

980 Highway 105, Boone, NC 28607

Mailing Address

Phone number

(828) 268-9693

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALLEN WEALTH MANAGEMENT, LLC ADV BROCHURE (1/29/2026)

Regulatory assets under management

Total Number of Accounts	2,725
AUM (Assets Under Management)	$ 664,325,517

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

Rylee G. Critcher

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rylee Greer Critcher's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Primary Firm SEC Registration

ALLEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/2026

Series 63

Date: 1/26/2022

Series 7TO

Date: 3/31/2026

Series 6TO

Date: 1/13/2022

SIE

Date: 12/22/2021

FINRA

Current Firm

ALLEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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