Bryan Eric Abbott
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Years of Experience
31 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Current Firm
S.B. VALUE PARTNERS, L.P.
Contact Information
Main Address
1903 San Pedro Avenue, San Antonio, TX 78212Mailing Address
Po Box 15159, San Antonio, TX 78212Phone Number
(844) 728-2583# of Employees
13SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
108AUM (Assets Under Management)
$3,890,370,297Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
Primary Firm SEC Registration
S.B. VALUE PARTNERS, L.P.
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Eric Abbott's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
