Bryan D. Myers

BROOKWOOD INVESTMENT GROUP

MANCHESTER, MD

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CRD#: 2527480

Professional summary

Bryan Dean Myers is a registered financial advisor currently at BROOKWOOD INVESTMENT GROUP located in Manchester, Maryland.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bryan has worked at 13 firms and has passed the Series 63, Series 65, 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.

1).STRATEGIC ASSET MANAGEMENT; NON-INVESTMENT RELATED; 239 EAST MAIN STREET, WESTMINSTER MD 21157; INSURANCE SALES, PRESIDENT& INSURANCE PRODUCER SINCE 07/2015: NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 2). REDWOOD TAX SPECIALISTS, NON-INVESTMENT RELATED; 19720 JETTON ROAD, 3RD FLOOR, CORNELIUS, NC 28031; INSURANCE AGENCY; MANAGING DIRECTOR SINCE 01/2020; HOURS PER MONTH: 20, TRADING HOURS: SOME TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Dean Myers'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 14, 2025 - Present

BROOKWOOD INVESTMENT GROUP

RIA

CRD#: 316544

MANCHESTER, MD

Past

June 28, 2021 - March 31, 2025

REDWOOD PRIVATE WEALTH

RIA

CRD#: 312942

WESTMINSTER, MD

Past

December 15, 2016 - July 14, 2021

SERA CAPITAL MANAGEMENT, LLC

RIA

CRD#: 120896

WESTMINSTER, MD

Past

July 19, 2012 - December 15, 2016

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

WESTMINSTER, MD

Past

July 19, 2012 - December 15, 2016

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

WESTMINSTER, MD

Past

October 12, 2011 - June 18, 2012

CHAPIN, DAVIS

RIA

CRD#: 28116

BALTIMORE, MD

Past

April 16, 2008 - June 18, 2012

CHAPIN, DAVIS

CRD#: 28116

BALTIMORE, MD

Past

January 3, 2006 - April 15, 2008

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

WESTMINSTER, MD

Past

April 12, 2005 - December 22, 2010

STRATEGIC ASSET MANAGEMENT, LTD.

RIA

CRD#: 132952

WESTMINSTER, MD

Past

July 29, 1997 - December 31, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

WESTMINSTER, MD

Past

May 12, 1997 - December 31, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WESTMINSTER, MD

Past

October 21, 1996 - May 1, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 21, 1996 - May 1, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

March 14, 1996 - October 18, 1996

PINEBRIDGE SECURITIES LLC

CRD#: 5967

NEW YORK, NY

Past

October 11, 1995 - February 21, 1996

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

January 3, 1995 - February 16, 1995

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

September 2, 1994 - October 27, 1994

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 2, 1994 - October 27, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 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

Maryland
(4/14/2025)

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

Series 63

Date: 12/23/1994

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/21/1994

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/11/2001

General Securities Principal Examination

Current Firm

BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA

Registered Investment Advisory firm - (10/18/2021 Approved)

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Contact information

Main Address

3930 E. Ray Road Suite 155, Phoenix, AZ 85044

Mailing Address

Phone number

(480) 646-3504

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROOKWOOD INVESTMENT GROUP FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	6,200
AUM (Assets Under Management)	$ 1,064,198,265

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 D. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Dean Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDWOOD PRIVATE WEALTH

SERA CAPITAL MANAGEMENT, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

CHAPIN, DAVIS

CHAPIN, DAVIS

PURSHE KAPLAN STERLING INVESTMENTS

STRATEGIC ASSET MANAGEMENT, LTD.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

PINEBRIDGE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

THE ADVISORS GROUP, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BROOKWOOD INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 12/23/1994

Series 65

Date: 9/21/1994

SIE

Date: 12/15/2016

Series 7

Date: 9/1/1994

Series 24

Date: 6/11/2001

Current Firm

BROOKWOOD INVESTMENT GROUP

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BROOKWOOD INVESTMENT GROUP

TRUST BUT VERIFY

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