Bryan M. Totri
ST. JOHN & ASSOCIATES
Roswell, GA 30076-1441
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CRD#: 2166602
Professional summary
Bryan Michael Totri, CFP® is a registered financial advisor currently at ST. JOHN & ASSOCIATES, INC. located in Roswell, Georgia.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Bryan has worked at 4 firms and has passed the Series 63 and Series 7 exams.
Core Areas of Focus
Business Owners
Divorce Planning
Estate & Generational Planning Issues
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Biography
He is a past teacher with the Continuing Education Department of Kennesaw State University where he taught Investment Planning for the Certified Financial Planning board-certified curriculum at Kennesaw University for several years. Bryan is also a member of the National Association of Tax Professionals (NATP), the Georgia Chapter of the Financial Planning Association (FPA) the Digital Assets Council of Financial Professionals (DACFP), and the ElderCare Matters Alliance.
A past member of Rotary and Kiwanis, Bryan has also volunteered with Senior Living Services for the Elderly and provided financial planning services to members of the military. He and his wife Tamara have two sons, both of whom have served in the military. When not working, he enjoys working out, kayaking, scuba diving and martial arts.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Insurance Planning
Tax Planning
Education Planning
Estate Planning
Retirement Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
500K
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.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Michael Totri'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®
CFP®
Start date: 1994
Experience
Current
June 16, 2009 - Present
ST. JOHN & ASSOCIATES, INC.
Office #1: 500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA 30076-1441RIA
CRD#: 124778
Roswell, GA
Past
April 25, 1995 - September 13, 1995
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
November 23, 1993 - April 25, 1995
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
October 1, 1991 - March 22, 1993
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
ST. JOHN & ASSOCIATES, INC.
ST. JOHN & ASSOCIATES, INC.
CRD#: 124778 / SEC#: 801-121426
RIA
Registered Investment Advisory firm - (6/11/2021 Approved)Georgia
Registered Investment Advisory firm - (7/15/2021 Terminated)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
Florida(3/5/2024)
IAR
Georgia(6/16/2009)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
ST. JOHN & ASSOCIATES, INC.
ST. JOHN & ASSOCIATES, INC.
CRD#: 124778 / SEC#: 801-121426
RIA
Registered Investment Advisory firm - (6/11/2021 Approved)Georgia
Registered Investment Advisory firm - (7/15/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA 30076-1441
Mailing Address
Phone number
(770) 642-7631
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 675 |
| AUM (Assets Under Management) | $ 116,089,822 |
Red Flags
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