Unclaimed Profile

Ian Cully

AVALON ADVISORY GROUP LLC·WEXFORD, Pennsylvania

Series 65Clean record9 years registeredAVALON ADVISORY GROUP LLC

150 N MEADOWS DRIVE, WEXFORD, PA 15090CRD# 6752923Firm CRD# 297090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ian Cully · WEXFORD, PA

Registration

CRD #6752923 · AVALON ADVISORY GROUP LLC · 9 years registered

Brand Profile

Not yet started

Career History

RITHOLTZ WEALTH MANAGEMENT

Oct 2025 – present

ASPIRE WEALTH ARCHITECTS

Jun 2018 – Oct 2025

WEXFORD, PA

WEALTHCARE CAPITAL MANAGEMENT LLC

Mar 2017 – Jun 2018

Pittsburgh, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 2, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVALON ADVISORY GROUP LLC

CRD 297090 · SEC 801-113420

AUM

$227M

Regulatory assets under management

Employees

505 client accounts

Services offered by AVALON ADVISORY GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVALON ADVISORY GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Ian Cully offer?

Ian Cully specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WEXFORD, Pennsylvania for a consultation.

What are Ian Cully's credentials?

Ian Cully is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ian Cully located?

Ian Cully is based in WEXFORD, Pennsylvania, working with AVALON ADVISORY GROUP LLC. Their office serves clients in the WEXFORD metropolitan area and surrounding communities.

How does Ian Cully charge for services?

Ian Cully's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVALON ADVISORY GROUP LLC?

AVALON ADVISORY GROUP LLC has approximately 5 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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