Rylee Greer Critcher
Investment adviser representative at Allen Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$664.3MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Allen Wealth Management, LLCAug 2025 to now
- Raymond James Financial Services, Inc.Aug 2025 to now
- TIAANov 2021 to Jul 2025
- TIAA-CREF Individual & Institutional Services, LLCNov 2021 to Jul 2025
- AscensionJun 2021 to Nov 2021
- Gardner-webb UniversityAug 2020 to Dec 2021
- Appalachian Regional Healthcare SystemMay 2018 to Jun 2021
- Appalachian State UniversityJun 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Allen Wealth Management, LLC
$664.3MAssets managed
1,108Clients
4Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7466313
- Firm CRD
- 133038