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Bryan J. Larrison

TRUSTMONT ADVISORY GROUP
DUBLIN, OH
Some features on this profile are disabled
CRD#: 2709096
BL

Professional summary

Bryan J Larrison is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Dublin, Ohio and TRUSTMONT FINANCIAL GROUP, INC. located in Dublin, Ohio.

Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Bryan has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan J Larrison'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 4, 2024 - Present

TRUSTMONT ADVISORY GROUP, INC.

RIA
CRD#: 106015
DUBLIN, OH
Current

November 9, 2023 - Present

TRUSTMONT FINANCIAL GROUP, INC.

BD
CRD#: 18312
DUBLIN, OH
Past

March 10, 2017 - August 1, 2023

AUSDAL FINANCIAL PARTNERS, INC.

RIA
CRD#: 7995
Dublin, OH
Past

March 10, 2017 - August 1, 2023

AUSDAL FINANCIAL PARTNERS, INC.

BD
CRD#: 7995
Dublin, OH
Past

June 24, 2014 - March 13, 2017

SANDLAPPER SECURITIES, LLC

BD
CRD#: 137906
GREENVILLE, SC
Past

June 22, 2010 - March 13, 2017

COLONY PARK FINANCIAL SERVICES LLC.

RIA
CRD#: 41534
DUBLIN, OH
Past

June 1, 2010 - June 23, 2014

COLONY PARK FINANCIAL SERVICES LLC.

BD
CRD#: 41534
COLUMBUS, OH
Past

April 27, 2007 - April 21, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
COLUMBUS, OH
Past

April 27, 2007 - April 21, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
COLUMBUS, OH
Past

November 4, 2003 - May 15, 2007

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
UPPER ARLINGTON, OH
Past

October 31, 2003 - May 15, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
UPPER ARLINGTON, OH
Past

August 28, 2001 - November 13, 2003

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
PALO ALTO, CA
Past

February 1, 2001 - November 13, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 30, 1999 - December 12, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
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".
TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC

CRD#: 106015 / SEC#: 801-30694

RIA
Registered Investment Advisory firm - (11/27/1987 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/20/2024)
RR
Florida
(2/3/2025)
RR
Georgia
(8/9/2024)
RR
Ohio
(4/4/2024)
IAR
Ohio
(4/4/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/24/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/23/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/27/1999
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC

CRD#: 106015 / SEC#: 801-30694

RIA
Registered Investment Advisory firm - (11/27/1987 Approved)
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Contact information

Main Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Mailing Address
Phone number
(724) 468-5665
Established
Firm type
Fiscal year end
# of Employees
59

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A 03-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts5,387
AUM (Assets Under Management)$ 1,126,006,619

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.

Company Information

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015Dublin, OH

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