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Catherine K. Bryan

BRYAN INVESTMENTS
Sabillasville, MD
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CRD#: 400360
CB

Professional summary


Catherine Kil Bryan, who also goes by Catherine Mary Kil, Catherine Kil Rivera, is a registered financial advisor currently at BRYAN INVESTMENTS, LLC located in Sabillasville, Maryland.

Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Catherine has worked at 11 firms and has passed the Series 65, Series 63, Series 1, Series 53, Series 4, Series 24 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Catherine Mary Kil | Catherine Kil Rivera

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 Catherine Kil Bryan's 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 1, 2011 - Present

BRYAN INVESTMENTS, LLC

RIA
CRD#: 157826
Sabillasville, MD
Past

February 3, 2010 - August 9, 2011

INVESTFORLESS

RIA
CRD#: 151577
WHITE STONE, VA
Past

March 13, 2009 - September 3, 2009

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
GAITHERSBURG, MD
Past

June 29, 1999 - March 13, 2009

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
GAITHERSBURG, MD
Past

February 6, 1990 - June 25, 1999

MISSIONSQUARE INVESTMENT SERVICES

BD
CRD#: 23189
WASHINGTON, DC
Past

February 12, 1982 - May 11, 1989

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
Past

January 27, 1981 - January 26, 1982

INTERNATIONAL SECURITIES, INC.

BD
CRD#: 7051
Past

May 28, 1978 - October 21, 1983

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 7619
Past

September 12, 1977 - May 28, 1978

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 6304
Past

February 3, 1975 - October 10, 1977

PITTMAN & COMPANY, INCORPORATED

BD
CRD#: 5225
Past

December 5, 1974 - March 3, 1975

RAUSCHER PIERCE SECURITIES INC

BD
CRD#: 1000002
Past

June 20, 1973 - December 30, 1974

BARTON AND COMPANY INCORPORATED

BD
CRD#: 6187

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
(6/1/2011)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/22/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 6/14/1973
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 6/18/1983
NYSE Branch Manager Examination

Current Firm


BI
BRYAN INVESTMENTS, LLC
BRYAN INVESTMENTS, LLC

CRD#: 157826 / SEC#:

Maryland
Registered Investment Advisory firm - (6/1/2011 Approved)
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Contact information


Main Address
Sabillasville, MD
Mailing Address
Phone number
(301) 241-3240
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts114
AUM (Assets Under Management)$ 59,817,618

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRYAN INVESTMENTS, LLC

CRD#: 157826Sabillasville, MD

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