Viveka Ryn, financial advisor Bethesda MD
93 score

Viveka Ryn

CRD Number: 4601816
Current Firm: Aegis Wealth Management LLC

Viveka Ryn (CRD# 4601816) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Aegis Wealth Management LLC Bethesda, MD Feb 2005 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Viveka M. Ryn
Phone Number: 240.482.2560
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    506
    MILLIONS
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $1,288,276
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, MD, NH, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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