Bryan A. Richardson

ADVISOR SHARE WEALTH MANAGEMENT

Indinapolis, IN 46204

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CRD#: 1993957

Professional summary

Bryan Anthony Richardson is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Indinapolis, Indiana.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Bryan has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

PROVIDE LIFE AND HEALTH INSURANCE PRODUCTS AS AN INSURANCE AGENT. BUSINESS IS NOT INVESTMENT-RELATED. CONDUCTS BUSINESS AT 127 MICHIGAN RD. INDIANAPOLIS,IN 46202. DEVOTES APPROXIMATE 40 HRS/MONTH TO THIS BUSINESS. IS A SELF-EMPLOYED INSURANCE AGENT. ALSO; ReLegacy Properties I ReLegacy Properties II 107 E. Michigan Street Real Estate Co-Ownership; 50% Partner 2 hrs. per month Started in 2021 Duties: collecting rent, moving tenants in and out

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Anthony Richardson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 11, 2024 - Present

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Office #1: 127 E Michigan Street #120, Indinapolis, IN 46204

RIA

CRD#: 307997

Indinapolis, IN

Past

February 15, 1995 - April 3, 2024

EBH SECURITIES, INC.

CRD#: 36592

INDIANAPOLIS, IN

Past

September 1, 1994 - December 13, 1994

CANTELLA & CO., INC.

CRD#: 13905

MALDEN, MA

Past

April 12, 1994 - April 13, 1994

BOWERS, THOMPSON & CO., INC.

CRD#: 16215

INDIANAPOLIS, IN

Past

October 10, 1991 - February 22, 1994

G. R. PHELPS & CO., INC.

CRD#: 173

Past

September 17, 1991 - October 10, 1991

BOWERS, THOMPSON & CO., INC.

CRD#: 16215

INDIANAPOLIS, IN

Past

January 4, 1991 - July 5, 1991

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

CRD#: 8478

INDIANAPOLIS, IN

Past

October 10, 1990 - December 7, 1990

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

November 6, 1989 - October 10, 1990

MONARCH SECURITIES, INC.

CRD#: 2809

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Indiana
(4/11/2024)

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

IAR

Series 65

Date: 3/22/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/3/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/3/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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Contact information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Mailing Address

Phone number

(866) 232-3251

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,429
AUM (Assets Under Management)	$ 185,181,144

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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Advisor Monitoring

Firm Stability Insights

Bryan A. Richardson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Anthony Richardson's CRS (Customer Relationship Summary).

Certified licenses

Experience

EBH SECURITIES, INC.

CANTELLA & CO., INC.

BOWERS, THOMPSON & CO., INC.

G. R. PHELPS & CO., INC.

BOWERS, THOMPSON & CO., INC.

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

NEW ENGLAND SECURITIES

MONARCH SECURITIES, INC.

Primary Firm SEC Registration

ADVISOR SHARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/2024

Series 63

Date: 11/3/1989

SIE

Date: 10/1/2018

Series 6

Date: 11/3/1989

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR SHARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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