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Viveka Marianne Ryn

AEGIS WEALTH MANAGEMENT LLC·BETHESDA, Maryland
Series 65Clean record23 years registeredAEGIS WEALTH MANAGEMENT LLC
6903 ROCKLEDGE DRIVE, BETHESDA, MD 20817CRD# 4601816Firm CRD# 134429

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Viveka Marianne Ryn · BETHESDA, MD
Registration
CRD #4601816 · AEGIS WEALTH MANAGEMENT LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

AEGIS WEALTH
Mar 2005 – present
ERNST & YOUNG INVESTMENT ADVISERS LLP
Oct 2002 – Jun 2005
MCLEAN, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 24, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AEGIS WEALTH MANAGEMENT LLC
CRD 134429 · SEC 801-64004
AUM
$699M
Regulatory assets under management
Employees
6
498 client accounts
Services offered by AEGIS WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AEGIS WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Viveka Marianne Ryn offer?
Viveka Marianne Ryn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Viveka Marianne Ryn's credentials?
Viveka Marianne Ryn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Viveka Marianne Ryn located?
Viveka Marianne Ryn is based in BETHESDA, Maryland, working with AEGIS WEALTH MANAGEMENT LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Viveka Marianne Ryn charge for services?
Viveka Marianne Ryn's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEGIS WEALTH MANAGEMENT LLC?
AEGIS WEALTH MANAGEMENT LLC has approximately 6 employees and manages $699M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AEGIS WEALTH MANAGEMENT LLC

Jean Marie Hoff
BETHESDA, MD
Michael Alan Treanor
BETHESDA, MD
CFP
Eun Hee Kim
BETHESDA, MD
Paul Adair Meloan
BETHESDA, MD

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