Unclaimed Profile

John Joseph Cully

AVALON ADVISORY GROUP LLC·WEXFORD, Pennsylvania

Series 7, Series 31, Series 63, Series 6525 years registeredAVALON ADVISORY GROUP LLC

150 N MEADOWS DRIVE, WEXFORD, PA 15090CRD# 862124Firm CRD# 297090

Profile Verification

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

Identity

John Joseph Cully · WEXFORD, PA

Registration

CRD #862124 · AVALON ADVISORY GROUP LLC · 25 years registered

Brand Profile

Not yet started

Career History

ASPIRE WEALTH ARCHITECTS

Jun 2018 – present

WEALTHCARE CAPITAL MANAGEMENT LLC

Jul 2008 – Jul 2018

Wexford, PA

WACHOVIA SECURITIES, LLC

Nov 2002 – Jul 2008

SEWICKLEY, PA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Aug 2000 – Sep 2002

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · August 31, 2000

Years registered · 25

Disclosure History

2006Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 John Joseph Cully offer?

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

What are John Joseph Cully's credentials?

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

Where is John Joseph Cully located?

John Joseph 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 John Joseph Cully charge for services?

John Joseph 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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