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LB

Lance M. Bryan

CARY STREET PARTNERS
Charlotte, NC 28209
Some features on this profile are disabled
CRD#: 4587823
LB

Professional summary

Lance Matthew Bryan is a registered financial advisor currently at CARY STREET PARTNERS located in Charlotte, North Carolina.

Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Lance has worked at 5 firms and has passed the Series 66, SIE and Series 7 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 Lance Matthew Bryan'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

October 27, 2023 - Present

CARY STREET PARTNERS

Office #1: 2820 Selwyn Avenue Suite 525, Charlotte, NC 28209
RIA
CRD#: 128545
Charlotte, NC
Past

November 29, 2017 - November 3, 2023

MATRIX PRIVATE CAPITAL GROUP

RIA
CRD#: 285531
Los Angeles, CA
Past

April 21, 2006 - November 14, 2017

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
LOS ANGELES, CA
Past

April 21, 2006 - November 14, 2017

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
LOS ANGELES, CA
Past

November 13, 2002 - March 14, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
GLENDALE, CA
Past

November 4, 2002 - March 14, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 4, 2002 - March 14, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA
Registered Investment Advisory firm - (8/12/2005 Approved)
Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)

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
(10/27/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/11/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/14/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/31/2002
General Securities Representative Examination

Current Firm

CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239

RIA
Registered Investment Advisory firm - (8/12/2005 Approved)
Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)
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Contact information

Main Address
901 East Byrd Street Suite 1001, Richmond, VA 23219
Mailing Address
Phone number
(804) 340-8100
Established
Firm type
Fiscal year end
# of Employees
166

SEC notice filing (52 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

CSPIA FORM ADV PART 2A FIRM BROCHURE DATED 06/27/2025 (6/27/2025)
CSPIA FORM ADV PART 2A WRAP BROCHURE DATED 06/27/2025 (6/27/2025)

Regulatory assets under management

Total Number of Accounts13,853
AUM (Assets Under Management)$ 8,263,891,736

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025
Cover Page
Report
10/22/2024
Cover Page
Report
07/25/2023
Cover Page
Report
01/27/2023
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

CARY STREET PARTNERS

CRD#: 128545Charlotte, NC 28209

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