David L. Bryant

STRAVA FINANCIAL

WESTLAKE VILLAGE, CA 91362

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CRD#: 4501479

Professional summary

David Lee Bryant, CFP® is a registered financial advisor currently at STRAVA FINANCIAL, LLC located in Westlake Village, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 25 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 David Lee Bryant'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: 2017

Experience

Current

November 5, 2019 - Present

STRAVA FINANCIAL, LLC

Office #1: 31194 La Baya Dr. Suite 200, Westlake Village, CA 91362

RIA

CRD#: 304263

WESTLAKE VILLAGE, CA

Past

September 17, 2014 - November 29, 2019

MANCHESTER FINANCIAL INC

RIA

CRD#: 106071

WESTLAKE VILLAGE, CA

Past

February 1, 2002 - July 23, 2003

UPHOLD SECURITIES INC.

CRD#: 34071

NEW YORK, NY

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

California
(11/5/2019)

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: 9/17/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/16/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/10/2002

General Securities Representative Examination

General Industry/Product Exam

Series 25

Date: 6/18/2002

NYSE Trading Assistant Examination

Current Firm

STRAVA FINANCIAL, LLC

CRD#: 304263 / SEC#: 801-117503

RIA

Registered Investment Advisory firm - (4/13/2020 Terminated)

California

Registered Investment Advisory firm - (4/9/2020 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

31194 La Baya Dr. Suite 200, Westlake Village, CA 91362

Mailing Address

Phone number

(805) 277-7298

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	155
AUM (Assets Under Management)	$ 71,172,990

Red Flags

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

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David L. Bryant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lee Bryant's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRAVA FINANCIAL, LLC

MANCHESTER FINANCIAL INC

UPHOLD SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2014

Series 63

Date: 12/16/2002

Series 7

Date: 10/10/2002

Series 25

Date: 6/18/2002

Current Firm

STRAVA FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRAVA FINANCIAL, LLC

TRUST BUT VERIFY

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