John J. Cully

ASPIRE WEALTH ARCHITECTS

Wexford, PA 15090

Some features on this profile are disabled

CRD#: 862124

Professional summary

John Joseph Cully, who also goes by Jack Cully, John J Cully, is a registered financial advisor currently at ASPIRE WEALTH ARCHITECTS located in Wexford, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. John has worked at 10 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Cully | John J 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Cully'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

June 29, 2018 - Present

ASPIRE WEALTH ARCHITECTS

Office #1: 150 N Meadows Drive Suite 220, Wexford, PA 15090

RIA

CRD#: 297090

Wexford, PA

Past

July 9, 2008 - July 2, 2018

WEALTHCARE CAPITAL MANAGEMENT LLC

RIA

CRD#: 111119

Wexford, PA

Past

November 14, 2002 - July 30, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SEWICKLEY, PA

Past

September 18, 2002 - July 30, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SEWICKLEY, PA

Past

August 31, 2000 - September 18, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSBURGH, PA

Past

August 1, 1994 - September 18, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 15, 1990 - August 1, 1994

PARKER/HUNTER INCORPORATED

CRD#: 7324

PITTSBURGH, PA

Past

November 9, 1988 - May 18, 1990

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

ATLANTA, GA

Past

November 18, 1987 - November 28, 1988

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

August 19, 1986 - November 23, 1987

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

March 26, 1982 - September 4, 1986

LEHMAN BROTHERS INC.

CRD#: 7506

Past

February 1, 1979 - April 20, 1982

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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".

ASPIRE WEALTH ARCHITECTS

ASPIRE WEALTH ARCHITECTS | AVALON ADVISORY GROUP LLC

CRD#: 297090 / SEC#: 801-113420

RIA

Registered Investment Advisory firm - (6/11/2018 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

Pennsylvania
(6/29/2018)

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: 5/2/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/11/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 6/6/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/20/1979

General Securities Representative Examination

Current Firm

ASPIRE WEALTH ARCHITECTS

ASPIRE WEALTH ARCHITECTS | AVALON ADVISORY GROUP LLC

CRD#: 297090 / SEC#: 801-113420

RIA

Registered Investment Advisory firm - (6/11/2018 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

150 N Meadows Drive Suite 220, Wexford, PA 15090

Mailing Address

Phone number

(412) 879-0584

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASPIRE WEALTH ARCHITECTS PART 2A BROCHURE 3.2025 (10/30/2025)

Regulatory assets under management

Total Number of Accounts	530
AUM (Assets Under Management)	$ 256,740,227

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.

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

IAR

Sewickley (wexford), PA

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Lee Oleinick

UBS FINANCIAL SERVICES INC.

IAR

Boca Raton, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John J. Cully

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Cully's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHCARE CAPITAL MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PARKER/HUNTER INCORPORATED

KEOGLER, MORGAN & COMPANY, INC.

FSC SECURITIES CORPORATION

UBS FINANCIAL SERVICES INC.

LEHMAN BROTHERS INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

ASPIRE WEALTH ARCHITECTS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/1996

Series 63

Date: 9/11/1986

Series 31

Date: 6/6/2003

Series 7

Date: 1/20/1979

Current Firm

ASPIRE WEALTH ARCHITECTS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPIRE WEALTH ARCHITECTS

TRUST BUT VERIFY

Similar Advisors