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Ryan Nicholas Shubin

Impact Partnership Wealth, LLC

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About Ryan Nicholas Shubin

Ryan Nicholas Shubin is a financial advisor who has been in the industry since 2001. Ryan is currently registered with Impact Partnership Wealth, LLC and previously worked with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and UBS Financial Services Inc. Ryan has a Series 66, 7, SIE, and 99TO licenses. Ryan specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Ryan focuses on serving high-net-worth individuals and individuals other than high-net-worth. Ryan also provides educational seminars.

Firm Information

Ryan Shubin is currently registered with Impact Partnership Wealth, LLC. Impact Partnership Wealth, LLC is a financial advisory firm headquartered in Marietta, Georgia. The firm offers financial planning, portfolio management for individuals and investment companies, and educational seminars. Impact Partnership Wealth manages approximately $751.6 million in assets for 7,527 clients.
Impact Partnership Wealth, LLC

1688 WHITE CIRCLE NW

MARIETTA, GA 30066

$751.62M

Assets Under Management

Not reported

Total Clients

58

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Shubin’s Registration & Firm History

GA

06/02/2023 - Present

Impact Partnership Wealth, LLC (MARIETTA GA)

CA

06/01/2009 - 11/28/2011

MORGAN STANLEY SMITH BARNEY (IRVINE CA)

CA

12/12/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)

CA

05/09/2001 - 01/08/2009

UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 05/25/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ryan Nicholas Shubin. Review regulatory record here.
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