William H. Bryant

BRYANT & BRANNOCK.

Durham, NC 27713

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CRD#: 4320326

Professional summary

William Harvey Bryant JR, CFP®, CIMA®, who also goes by Bill Harvey Bryant Jr, Bill Harvey Bryant, William Harvey Bryant, Harvey Bryant, is a registered financial advisor currently at BRYANT & BRANNOCK, LLC. located in Durham, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. William has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Harvey Bryant Jr | Bill Harvey Bryant | William Harvey Bryant | Harvey Bryant

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.

BRYANT & BRANNOCK, LLC. (INSURANCE) POSITION: Managing Member NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2016 ADDRESS: 5315 Highgate Drive, Suite 105, Durham NC 27713 DESCRIPTION: Provide insurance products and insurance related service to clients. Harvey Bryant Music & Art POSITION: Owner NATURE: creation and sale of art and music. INVESTMENT RELATED?: No NUMBER OF HOURS: 20-30 per month DURING SECURITIES TRADING HOURS: none START DATE: 3/6/2022 ADDRESS: 5826 Shamrock Road, Durham, NC 27713 DESCRIPTION: I am a musician and artist running a website where I sell my compositions and artwork. The creation of music and art has been a hobby for years, but as of 3/6/2022 I started selling products. I sell to individuals, and organizations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Harvey Bryant JR'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®

CFP^®

Certified Financial Planner

Start date: 2004

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 8, 2008 - Present

BRYANT & BRANNOCK, LLC.

Office #1: 5315 Highgate Drive Suite 105, Durham, NC 27713

RIA

CRD#: 148254

Durham, NC

Past

June 3, 2016 - December 31, 2016

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

DURHAM, NC

Past

September 5, 2008 - October 7, 2008

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

DURHAM, NC

Past

August 20, 2008 - December 31, 2016

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

DURHAM, NC

Past

December 31, 2001 - August 28, 2008

SCOTT & STRINGFELLOW, LLC

RIA

CRD#: 6255

RALEIGH, NC

Past

January 29, 2001 - August 28, 2008

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

RALEIGH, NC

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

North Carolina
(10/8/2008)

IAR

Texas
(9/11/2014)

IAR

Virginia
(2/26/2009)

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 66

Date: 2/26/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/26/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/1/2010

General Securities Principal Examination

Current Firm

BRYANT & BRANNOCK, LLC.

BRYANT & BRANNOCK | BRYANT INVESTMENT MANAGEMENT GROUP, LLC | BRYANT INVESTMENT MANAGEMENT GROUP | BRYANT & BRANNOCK, LLC. | BRYANT & BRANNOCK, LLC

CRD#: 148254 / SEC#:

Florida

Registered Investment Advisory firm - (11/9/2012 Terminated)

North Carolina

Registered Investment Advisory firm - (10/8/2008 Approved)

South Carolina

Registered Investment Advisory firm - (12/1/2011 Terminated)

Texas

Registered Investment Advisory firm - (9/11/2014 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (2/26/2009 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5315 Highgate Drive Suite 105, Durham, NC 27713

Mailing Address

Phone number

(919) 493-4614

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	185
AUM (Assets Under Management)	$ 54,841,072

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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William H. Bryant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Harvey Bryant JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRYANT & BRANNOCK, LLC.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/26/2001

SIE

Date: 12/31/2016

Series 7

Date: 1/26/2001

Series 24

Date: 2/1/2010

Current Firm

BRYANT & BRANNOCK, LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRYANT & BRANNOCK, LLC.

TRUST BUT VERIFY

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