RC
RC

Ryan Cullen

6 Years of Experience
Cincinnati, OH
1 Disclosure

Ryan Cullen is a registered investment advisor at Cullen Investment Group, based in Cincinnati, OH, with 6 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.99%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.69%
$5M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Cincinnati, OH

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2020
Other Business Activities

Ryan is the former founder, principal owner, and chief executive officer of Cullen Investment Group, an investment advisory firm. He dedicated nearly full-time hours to this role, but is winding down his involvement to focus on Cullen Cioffi Capital Management.

Employment History
Current Registrations
Cullen Investment Group
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Cullen Cioffi Capital Management
February 2022 - December 2023 · 1 yr 10 mos
Morgan Stanley
March 2020 - July 2020 · 4 mos
Morgan StanleyBroker
February 2020 - July 2020 · 5 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.