Viveka Ryn has held the title Member at Aegis Wealth Management since April 2005, is a control person of the firm and directly owns between 25% and 50% of it. Viveka Ryn holds a Bachelor of Arts in History from Georgetown University, a Master of Business Administration from the University of Maryland and a Master of Science in Finance from the University of Maryland.
Aegis Wealth Management LLC is a Bethesda, MD firm with $744M under management, 123 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Viveka M. Ryn is Managing Partner of Aegis Wealth, based in Bethesda, Maryland. A co-founding partner of the firm, she provides wealth management services to individuals, families, trusts, and nonprofit organizations, coordinating investment management with tax and estate planning. Before co-founding Aegis in 2005, she was a member of the personal financial consulting practice of Ernst & Young in McLean, Virginia.
Viveka Ryn’s longest registration is the current one, 21 years at Aegis Wealth Management since 2005. Before joining Aegis Wealth Management in 2005, Viveka Ryn was registered through Ernst & Young Investment Advisers LLP.
- Ernst & Young Investment Advisers LLP– · 2 yearsMcLean, VA · Adviser representative · Firm CRD 110921
Professional designations
Listed by Aegis Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst® (CIMA®)
Investment adviser representative registrations
Viveka Ryn is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in March 2005.
- MarylandSince 2 March 2005
- TexasResidentSince 2 March 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 October 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Viveka Marianne Ryn
- CRD
- 4601816
- Firm
- Aegis Wealth Management · CRD 134429
- Role
- Member
- Office
- TWO DEMOCRACY CENTER, 6903 ROCKLEDGE DRIVE, STE. 940, Bethesda, MD 20817
- Registration
- Investment adviser registration
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aegiswealth.com
Where does Viveka Ryn work?
Viveka Ryn has held the title Member at Aegis Wealth Management LLC since April 2005, and is a control person of the firm.
Is Viveka Ryn a financial advisor?
Yes. Viveka Ryn has a current investment-adviser registration in Maryland and Texas, through Aegis Wealth Management since March 2005.
How many years of experience does Viveka Ryn have?
Viveka Ryn has 23 years in the financial industry, since October 2002, across 2 adviser firms.
What exams has Viveka Ryn passed?
Viveka Ryn passed the Series 65 in October 2001.
Where is Viveka Ryn based?
Viveka Ryn’s registered office is in Bethesda, MD.
Is Viveka Ryn registered with FINRA?
No. Viveka Ryn has no current broker registration.
Is Viveka Ryn a CFP?
Aegis Wealth Management lists Viveka Ryn with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Viveka Ryn’s record?
Search CRD 4601816 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Viveka Ryn’s full registration record.
