Gregory A. Bryson

WEALTH MANAGEMENT PARTNERS

Tucson, AZ 85718

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CRD#: 2027577

Professional summary

Gregory Allen Bryson, AIF®, who also goes by Greg Bryson, Gregory A Bryson, Gregory Bryson, is a registered financial advisor currently at WEALTH MANAGEMENT PARTNERS, LLC located in Tucson, Arizona.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Gregory has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Bryson | Gregory A Bryson | Gregory Bryson

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.

1) BRYSON CAPITAL:NOT INVESTMENT RELATED:2/2007-PRESENT:TUCSON, AZ:SUPPORT COMPANY/DBA (OWNER):0 HRS/MO:0 HRS DURING TRADING:PARENT COMPANY. 2)INTERMOUNTAIN CENTER FOR HUMAN DEVELOPMENT; 401 N BONITA AVE, TUCSON, AZ 85745; TREASURER, BOARD OF DIRECTORS; 2015; 8 HOURS PER MONTH; NONE DURING SECURITIES TRADING HOURS; GENERAL DUTIES ASSIGNED TO TREASURER AND MEMBER OF THE BOARD.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Bryson'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

November 3, 2020 - Present

WEALTH MANAGEMENT PARTNERS, LLC

Office #1: 1980 E River Road Suite 120, Tucson, AZ 85718

RIA

CRD#: 309790

Tucson, AZ

Past

January 2, 2009 - October 19, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

TUCSON, AZ

Past

March 8, 2007 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

TUCSON, AZ

Past

February 16, 2007 - October 19, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

TUCSON, AZ

Past

July 31, 2006 - March 8, 2007

CBIZ FINANCIAL SOLUTIONS, INC.

RIA

CRD#: 16678

TUCSON, AZ

Past

July 31, 2006 - March 8, 2007

CBIZ FINANCIAL SOLUTIONS, INC.

CRD#: 16678

TUCSON, AZ

Past

October 24, 2005 - July 31, 2006

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

CUMBERLAND, MD

Past

February 4, 2003 - July 31, 2006

NATIONAL PLANNING CORPORATION

CRD#: 29604

CUMBERLAND, MD

Past

October 20, 2000 - February 13, 2003

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

September 3, 1996 - October 25, 2000

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

March 27, 1992 - September 11, 1996

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

February 16, 1990 - December 5, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 309790 / SEC#: 801-119566

RIA

Registered Investment Advisory firm - (10/1/2020 Approved)

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

Arizona
(11/3/2020)

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: 3/14/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/21/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/23/2006

General Securities Principal Examination

Current Firm

WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 309790 / SEC#: 801-119566

RIA

Registered Investment Advisory firm - (10/1/2020 Approved)

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Contact information

Main Address

1980 E River Road Suite 120, Tucson, AZ 85718

Mailing Address

Phone number

(520) 297-7999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/7/2025)

Regulatory assets under management

Total Number of Accounts	2,085
AUM (Assets Under Management)	$ 667,042,692

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

Gregory A. Bryson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Bryson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

CBIZ FINANCIAL SOLUTIONS, INC.

CBIZ FINANCIAL SOLUTIONS, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

PIPER SANDLER & CO.

MORGAN STANLEY DW INC.

A. G. EDWARDS & SONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WEALTH MANAGEMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/14/2005

Series 63

Date: 2/21/1990

SIE

Date: 10/1/2018

Series 7

Date: 2/10/1990

Series 24

Date: 3/23/2006

Current Firm

WEALTH MANAGEMENT PARTNERS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT PARTNERS, LLC

TRUST BUT VERIFY

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