Ryan Dunn has been an investment adviser representative at Private Wealth Management Group since April 2014, and is not listed among the firm’s executive officers or direct owners.
Private Wealth Management Group LLC is a Princeton, NJ firm with $613M under management, 272 clients and 7 advisers in one office, as of its March 2026 filing.
- Novi Wealth PartnersCurrent– present · 12 yearsPrinceton, NJ · Adviser representative · Firm CRD 166539
Investment adviser representative registrations
Ryan Dunn is registered as an investment adviser representative in New Jersey, since April 2014.
- New JerseySince 23 April 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 April 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ryan Austin Dunn
- CRD
- 6160164
- Firm
- Private Wealth Management Group · CRD 166539
- Office
- 512 EXECUTIVE DRIVE, Princeton, NJ 08540
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Dunn work?
Ryan Dunn is an investment adviser representative registered through Private Wealth Management Group LLC since April 2014, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Dunn a financial advisor?
Yes. Ryan Dunn has a current investment-adviser registration in New Jersey, through Private Wealth Management Group since April 2014.
How many years of experience does Ryan Dunn have?
Ryan Dunn has 12 years in the financial industry, since April 2014, across 1 adviser firm.
What exams has Ryan Dunn passed?
Ryan Dunn passed the Series 65 in April 2014.
Where is Ryan Dunn based?
Ryan Dunn’s registered office is in Princeton, NJ.
Is Ryan Dunn registered with FINRA?
No. Ryan Dunn has no current broker registration.
How can I verify Ryan Dunn’s record?
Search CRD 6160164 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Dunn’s full registration record.