Rylee Greer Critcher
Investment Adviser Representative at Allen Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rylee Greer Critcher is an investment adviser representative with Allen Wealth Management, LLC in Boone, NC, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Tiaa-cref Individual & Institutional Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
1 state or territory
North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TIAA-CREF Individual & Institutional Services, LLCNov 2021 – Jul 2025Charlotte, NC
- TIAANov 2021 – Jul 2025Charlotte, NC
- AscensionJun 2021 – Nov 2021St. Louis, MO
- Appalachian Regional Healthcare SystemMay 2018 – Jun 2021Boone, NC
- Appalachian State UniversityJun 2016 – Dec 2019Boone, NC
- Gardner-Webb UniversityAug 2020 – Dec 2021Boiling Springs, NC
- Raymond James Financial Services, Inc.Aug 2025 – no end date reportedBoone, NC
- Allen Wealth ManagementAug 2025 – no end date reportedBoone, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Allen Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $500,000 (waivable)
- Up to $5,000,0001.00%
- $5,000,001 - $10,000,0000.75%
- Over $10,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment advisory services and financial guidance delivered through the firm's proprietary TRAIL® System, with multiple platforms to help clients make the most of their relationship with the firm.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Boone, NC
- SEC file number:
- 801-64431
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 29, 2026
View full firm profileOther advisors at Allen Wealth Management, LLC
3 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rylee Greer Critcher has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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