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BF

Bryce R. Fegley

SATURNA CAPITAL
BELLINGHAM, WA 98225-4730
Some features on this profile are disabled
CRD#: 2970685
BF

Professional summary

Bryce Robert Fegley is a registered financial advisor currently at SATURNA CAPITAL CORPORATION located in Bellingham, Washington and SATURNA BROKERAGE SERVICES, INC located in Bellingham, Washington.

Bryce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Bryce has worked at 4 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 4 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 Bryce Robert Fegley'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

November 21, 2025 - Present

SATURNA CAPITAL CORPORATION

Office #1: 1300 N State St., Bellingham, WA 98225-4730
RIA
CRD#: 25586
BELLINGHAM, WA
Current

July 11, 2001 - Present

SATURNA BROKERAGE SERVICES, INC

Office #1: 1300 N. State Street, Bellingham, WA 98225-4730Office #2: 1300 N. State St., Bellingham, WA 98225
BD
CRD#: 18437
BELLINGHAM, WA
Past

October 3, 2000 - July 13, 2001

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

June 25, 1999 - February 3, 2000

HARRIS INVESTORLINE INC.

BD
CRD#: 6362
SEATTLE, WA
Past

July 27, 1998 - March 17, 1999

HARRIS INVESTORLINE INC.

BD
CRD#: 6362
SEATTLE, WA

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".
SC
SATURNA CAPITAL CORPORATION
EMERALD CAPITAL CORPORATION | STERLING STOCK INVESTMENTS LLC | SATURNA CAPITAL CORPORATION

CRD#: 25586 / SEC#: 801-35428, 8-41998

RIA
Registered Investment Advisory firm - FINRA (10/30/1989 Approved)
BD
Terminated by FINRA on 11/02/1990

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
Washington
(7/11/2001)
IAR
Washington
(11/21/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/11/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/22/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 6/13/2005
Registered Options Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SC
SATURNA CAPITAL CORPORATION
EMERALD CAPITAL CORPORATION | STERLING STOCK INVESTMENTS LLC | SATURNA CAPITAL CORPORATION

CRD#: 25586 / SEC#: 801-35428, 8-41998

RIA
Registered Investment Advisory firm - FINRA (10/30/1989 Approved)
BD
Terminated by FINRA on 11/02/1990
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Contact information

Main Address
1300 N State St., Bellingham, WA 98225-4730
Mailing Address
Phone number
(360) 734-9900
Established
Washington since 07/25/1989
Firm type
Corporation
Fiscal year end
June
# of Employees
83

SEC notice filing (29 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 PART 2 - FIRM BROCHURE (9/26/2025)
FORM ADV PART 2A - APPENDIX 1, WRAP FEE PROGRAM BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts128
AUM (Assets Under Management)$ 8,624,828,208

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
01/28/2025
Cover Page
Report
01/26/2024
Cover Page
Report

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

SATURNA CAPITAL CORPORATION

CRD#: 25586Bellingham, WA 98225-4730

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