Linda M. Bryant
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Linda Mcreynolds Bryant, who also goes by Linda M Castling, Linda Castling, Linda Mcreynolds, was a registered financial professional .
Linda is a previously registered financial professional and started their career in finance in 1986. Linda had worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 2, 2015 - December 31, 2023
CUTTER & COMPANY, INC.
January 2, 2015 - December 31, 2023
CUTTER & COMPANY, INC.
January 1, 2002 - March 6, 2015
WEDGEWOOD PARTNERS, INC.
July 1, 1998 - October 29, 2013
WEDGEWOOD PARTNERS, INC.
October 18, 1990 - December 31, 1997
CUTTER & COMPANY, INC.
May 21, 1986 - March 20, 1990
MARK TWAIN BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
CUTTER & COMPANY, INC.
CRD#: 22449 / SEC#: 801-62329, 8-39590
Contact information
Regulatory assets under management
| Total Number of Accounts | 2,368 |
| AUM (Assets Under Management) | $ 937,030,989 |
Disclosures
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/13/2025 | ||
| 12/19/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
