Bryan Joseph Bourgeois
Professional Summary
Bryan Joseph Bourgeois is a registered financial advisor currently at SHOREBREAK CAPITAL, LLC located in Austin, Texas. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Bryan has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 22, Series 62 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
BLUE PACIFIC WEALTH MANAGEMENT, INC. | WWW.ECONOMICSTOCKCHARTS.COM | SHOREBREAK CAPITAL, LLC | MIAMI ASSET MANAGEMENT, INC. | KIBBEL FINANCIAL PLANNING | COMMERICAL REAL ESTATE BROKER | BLUE VENTURES, LLC; DBA - DAVINCI ORTHOPEDICS
Contact Information
Main Address
2513 De Soto Dr., Austin, TX 78733Phone Number
(512) 203-1905# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
186AUM (Assets Under Management)
$21,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/11/2016)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jan 2010About the Series 22 examSeries 62 — Corporate Securities Limited Representative Examination
Passed Mar 2006Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2003About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bryan Joseph Bourgeois's CRS (Customer Relationship Summary).
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