Bryan E. Abbott

S.B. VALUE PARTNERS, L.P.

San Antonio, TX 78212

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CRD#: 2511275

Professional summary

Bryan Eric Abbott is a registered financial advisor currently at S.B. VALUE PARTNERS, L.P. located in San Antonio, Texas.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Bryan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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.

BRYAN ABBOTT;NON INVESTMENT RELATED; 2630 PEBBLE DAWN SA TX 78232;SOCCER REFEREE SINCE 01/2013;APROX 15-20 PER MTH WITH 0 DURING TRADING HOURS;COMPENSATED TO REFEREE YOUTH AND ADULT MATCHES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Eric Abbott'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

July 3, 2017 - Present

S.B. VALUE PARTNERS, L.P.

Office #1: 1903 San Pedro Avenue, San Antonio, TX 78212

RIA

CRD#: 139162

San Antonio, TX

Past

July 7, 2023 - August 4, 2023

DRIVER MANAGEMENT COMPANY LLC

RIA

CRD#: 324658

STANFORD, CT

Past

August 5, 2016 - July 3, 2017

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

SAN ANTONIO, TX

Past

November 17, 2005 - February 22, 2006

BROADWAY BROKERAGE SERVICES, INC.

CRD#: 16936

SAN ANTONIO, TX

Past

July 17, 1997 - July 3, 2017

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAN ANTONIO, TX

Past

December 13, 1995 - September 8, 1997

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

August 29, 1995 - January 29, 1996

SWBC INVESTMENT COMPANY

CRD#: 28861

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".

S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA

Registered Investment Advisory firm - (2/16/2006 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

Texas
(7/3/2017)

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: 8/4/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/7/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/29/1998

General Securities Principal Examination

Current Firm

S.B. VALUE PARTNERS, L.P.

CRD#: 139162 / SEC#: 801-66139

RIA

Registered Investment Advisory firm - (2/16/2006 Approved)

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Contact information

Main Address

1903 San Pedro Avenue, San Antonio, TX 78212

Mailing Address

Po Box 15159, San Antonio, TX 78212

Phone number

(844) 728-2583

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SB VALUE PARTNERS BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	110
AUM (Assets Under Management)	$ 5,003,057,444

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Bryan E. Abbott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Eric Abbott's CRS (Customer Relationship Summary).

Certified licenses

Experience

DRIVER MANAGEMENT COMPANY LLC

INVESTMENT PROFESSIONALS, INC.

BROADWAY BROKERAGE SERVICES, INC.

INVESTMENT PROFESSIONALS, INC.

CETERA WEALTH SERVICES, LLC

SWBC INVESTMENT COMPANY

Primary Firm SEC Registration

S.B. VALUE PARTNERS, L.P.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2016

Series 63

Date: 7/7/1995

SIE

Date: 7/3/2017

Series 7

Date: 8/28/1995

Series 24

Date: 12/29/1998

Current Firm

S.B. VALUE PARTNERS, L.P.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

S.B. VALUE PARTNERS, L.P.

TRUST BUT VERIFY

Contact information

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