Brian A. Joyce

INTELLIGENT INVESTING

Loveland, CO

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CRD#: 4797762

Professional summary

Brian Andrew Joyce, CFP®, who also goes by Brian Andres Joyce, is a registered financial advisor currently at INTELLIGENT INVESTING located in Loveland, Colorado.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Andres Joyce

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 Brian Andrew Joyce'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

March 15, 2017 - Present

INTELLIGENT INVESTING

RIA

CRD#: 286233

Loveland, CO

Past

July 24, 2012 - April 11, 2017

AAF WEALTH MANAGEMENT, LLC

RIA

CRD#: 164646

LOVELAND, CO

Past

March 21, 2007 - October 1, 2012

CSSC BROKERAGE SERVICES, INC.

CRD#: 141630

LOVELAND, CO

Past

August 1, 2005 - October 1, 2012

TRUSTEE EMPOWERMENT & PROTECTION, INC.

RIA

CRD#: 108249

LOVELAND, CO

Past

January 31, 2005 - March 21, 2007

MUTUAL SERVICE CORPORATION

CRD#: 4806

WELLESLEY, MA

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".

INTELLIGENT INVESTING

BRIAN JOYCE, LLC | INTELLIGENT INVESTING

CRD#: 286233 / SEC#: 801-131516

RIA

Registered Investment Advisory firm - (11/29/2024 Approved)

Colorado

Registered Investment Advisory firm - (3/15/2017 Approved)

Massachusetts

Registered Investment Advisory firm - (5/10/2017 Approved)

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

Colorado
(3/15/2017)

IAR

Massachusetts
(5/10/2017)

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: 7/29/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/28/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/27/2010

General Securities Principal Examination

Current Firm

INTELLIGENT INVESTING

BRIAN JOYCE, LLC | INTELLIGENT INVESTING

CRD#: 286233 / SEC#: 801-131516

RIA

Registered Investment Advisory firm - (11/29/2024 Approved)

Colorado

Registered Investment Advisory firm - (3/15/2017 Approved)

Massachusetts

Registered Investment Advisory firm - (5/10/2017 Approved)

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Contact information

Main Address

Loveland, CO

Mailing Address

Phone number

(970) 776-4346

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A+2B-INTELLIGENT INVESTING (4/10/2025)

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 108,500,000

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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Firm Stability Insights

Brian A. Joyce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Andrew Joyce's CRS (Customer Relationship Summary).

Certified licenses

Experience

AAF WEALTH MANAGEMENT, LLC

CSSC BROKERAGE SERVICES, INC.

TRUSTEE EMPOWERMENT & PROTECTION, INC.

MUTUAL SERVICE CORPORATION

Primary Firm SEC Registration

INTELLIGENT INVESTING

State Registrations and Notice Filings

Exams

Series 66

Date: 7/29/2005

Series 7

Date: 1/28/2005

Series 24

Date: 9/27/2010

Current Firm

INTELLIGENT INVESTING

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLIGENT INVESTING

TRUST BUT VERIFY

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