Bryan B. Rutledge

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CRD#: 4430849

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bryan Buckwalter Rutledge, AIF® was a registered financial professional .

Bryan is a previously registered financial professional and started their career in finance in 2001. Bryan had worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Past

April 12, 2023 - September 6, 2023

WEALTHVIEW CAPITAL, LLC

RIA

CRD#: 149476

JACKSON, MS

Past

August 23, 2013 - September 28, 2015

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

JACKSON, MS

Past

March 6, 2007 - March 31, 2012

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

April 23, 2004 - March 6, 2007

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

JACKSON, MS

Past

September 19, 2001 - February 20, 2004

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, 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".

WEALTHVIEW CAPITAL, LLC

TAYLOR CAPITAL MANAGEMENT | WEALTHVIEW CAPITAL, LLC | TAYLOR CAPITAL MANAGEMENT, LLC

CRD#: 149476 / SEC#: 801-79342

RIA

Registered Investment Advisory firm - (4/2/2014 Approved)

Alabama

Registered Investment Advisory firm - (4/3/2014 Terminated)

Louisiana

Registered Investment Advisory firm - (4/3/2014 Terminated)

Mississippi

Registered Investment Advisory firm - (4/16/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (5/31/2013 Terminated)

Texas

Registered Investment Advisory firm - (4/3/2014 Terminated)

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).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 4/3/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/16/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/28/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/2001

General Securities Representative Examination

Current Firm

WEALTHVIEW CAPITAL, LLC

TAYLOR CAPITAL MANAGEMENT | WEALTHVIEW CAPITAL, LLC | TAYLOR CAPITAL MANAGEMENT, LLC

CRD#: 149476 / SEC#: 801-79342

RIA

Registered Investment Advisory firm - (4/2/2014 Approved)

Alabama

Registered Investment Advisory firm - (4/3/2014 Terminated)

Louisiana

Registered Investment Advisory firm - (4/3/2014 Terminated)

Mississippi

Registered Investment Advisory firm - (4/16/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (5/31/2013 Terminated)

Texas

Registered Investment Advisory firm - (4/3/2014 Terminated)

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Contact information

Main Address

4500 I-55 North, Suite 263, Jackson, MS 39211

Mailing Address

Phone number

(601) 981-4040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTHVIEW CAPITAL, LLC ADV PART 2A FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	511
AUM (Assets Under Management)	$ 286,766,435

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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Advisor Monitoring

Firm Stability Insights

Bryan B. Rutledge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

MORGAN KEEGAN & COMPANY, LLC

AMSOUTH INVESTMENT SERVICES, INC.

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

WEALTHVIEW CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/3/2023

Series 66

Date: 10/16/2001

SIE

Date: 9/28/2015

Series 7

Date: 9/18/2001

Current Firm

WEALTHVIEW CAPITAL, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHVIEW CAPITAL, LLC

TRUST BUT VERIFY

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