George T. Bryant

APOGEE WEALTH PARTNERS

Chattanooga, TN

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CRD#: 1860625

Professional summary

George Thompson Bryant, CFP® is a registered financial advisor currently at APOGEE WEALTH PARTNERS, LLC located in Chattanooga, Tennessee.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. George has worked at 10 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Thompson Bryant's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CRD#: 17117

MEMPHIS, TN

Past

May 7, 1991 - June 10, 1994

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Past

January 2, 1991 - April 26, 1991

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

Past

July 2, 1990 - December 31, 1990

CENTURY INVESTORS OF AMERICA, INC.

CRD#: 5322

Past

September 20, 1988 - June 22, 1990

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Past

September 20, 1988 - June 22, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(4/1/2021)

IAR

North Carolina
(4/13/2021)

IAR

Tennessee
(5/21/2021)

IAR

Texas
(6/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/10/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/19/1999

General Securities Representative Examination

Current Firm

APOGEE WEALTH PARTNERS, LLC

CRD#: 310419 / SEC#:

Georgia

Registered Investment Advisory firm - (10/2/2020 Approved)

North Carolina

Registered Investment Advisory firm - (4/13/2021 Approved)

Tennessee

Registered Investment Advisory firm - (4/9/2021 Approved)

Texas

Registered Investment Advisory firm - (5/23/2025 Conditional Restricted)

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Contact information

Main Address

Chattanooga, TN

Mailing Address

Po Box 4529, Chattanooga, TN 37405-0529

Phone number

(423) 567-1888

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	216
AUM (Assets Under Management)	$ 86,379,056

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.

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Firm Stability Insights

George T. Bryant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Thompson Bryant's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARNETT & CO INC

HHM WEALTH ADVISORS, LLC

FTB ADVISORS, INC.

BARNETT & CO INC

FIRST HORIZON ADVISORS, INC.

CHARLES SCHWAB & CO., INC.

CUNA BROKERAGE SERVICES, INC.

CENTURY INVESTORS OF AMERICA, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/10/1999

Series 7

Date: 10/19/1999

Current Firm

APOGEE WEALTH PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

APOGEE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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