Bryan M. Thaler

VSM WEALTH ADVISORY

Hunt Valley, MD 21031

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CRD#: 2928192

Professional summary

Bryan Michael Thaler is a registered financial advisor currently at VSM WEALTH ADVISORY, LLC located in Hunt Valley, Maryland.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bryan has worked at 4 firms and has passed the Series 65 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 Michael Thaler'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

June 18, 2021 - Present

VSM WEALTH ADVISORY, LLC

Office #1: 11350 Mccormick Road Executive Plaza I, Suite 300, Hunt Valley, MD 21031

RIA

CRD#: 313717

Hunt Valley, MD

Past

September 16, 1997 - February 13, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 16, 1997 - February 13, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

January 1, 1994 - July 20, 2021

VANSANT MEWSHAW

RIA

CRD#: 106858

LUTHERVILLE, MD

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".

VSM WEALTH ADVISORY, LLC

CRD#: 313717 / SEC#: 801-121412

RIA

Registered Investment Advisory firm - (5/6/2021 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
(6/18/2021)

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: 10/6/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/12/1997

General Securities Representative Examination

Current Firm

VSM WEALTH ADVISORY, LLC

CRD#: 313717 / SEC#: 801-121412

RIA

Registered Investment Advisory firm - (5/6/2021 Approved)

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Contact information

Main Address

11350 Mccormick Road Executive Plaza I, Suite 300, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 825-8844

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VSM WEALTH ADVISORY BROCHURE 03272025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	624
AUM (Assets Under Management)	$ 587,052,382

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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Bryan M. Thaler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Michael Thaler's CRS (Customer Relationship Summary).

Certified licenses

Experience

VSM WEALTH ADVISORY, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

VANSANT MEWSHAW

Primary Firm SEC Registration

VSM WEALTH ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/1997

Series 7

Date: 9/12/1997

Current Firm

VSM WEALTH ADVISORY, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VSM WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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