Ryan Vogel has been Member, Senior Wealth Advisor of Private Wealth Management Group since January 2013, is not listed as a control person, but directly owns between 10% and 25% of the firm.
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.
Ryan Vogel’s longest registration is the current one, 13 years at Private Wealth Management Group since 2013. Before joining Private Wealth Management Group in 2013, Ryan Vogel was registered through Private Wealth Management Group Inc.
- Novi Wealth PartnersCurrent– present · 13 yearsPrinceton, NJ · Adviser representative · Firm CRD 166539
- Private Wealth Management Group Inc– · 6 yearsPrinceton, NJ · Adviser representative · Firm CRD 108971
Investment adviser representative registrations
Ryan Vogel is registered as an investment adviser representative in New Jersey, since January 2013.
- New JerseySince 30 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 August 2003 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ryan M Vogel
- CRD
- 4687524
- Firm
- Private Wealth Management Group · CRD 166539
- Role
- Member, Senior Wealth Advisor
- Office
- 512 EXECUTIVE DRIVE, Princeton, NJ 08540
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Vogel work?
Ryan Vogel has been Member, Senior Wealth Advisor of Private Wealth Management Group LLC since January 2013.
Is Ryan Vogel a financial advisor?
Yes. Ryan Vogel has a current investment-adviser registration in New Jersey, through Private Wealth Management Group since January 2013.
How many years of experience does Ryan Vogel have?
Ryan Vogel has 19 years in the financial industry, since February 2007, across 2 adviser firms.
What exams has Ryan Vogel passed?
Ryan Vogel has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in August 2003.
Where is Ryan Vogel based?
Ryan Vogel’s registered office is in Princeton, NJ.
Is Ryan Vogel registered with FINRA?
No. Ryan Vogel has no current broker registration.
How can I verify Ryan Vogel’s record?
Search CRD 4687524 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Vogel’s full registration record.