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Bryan Charles Foronjy

Bryan C. Foronjy

FORONJY FINANCIAL
SANTA BARBARA, CA 93101
CRD#: 4978922
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Bryan Charles Foronjy
Bryan Charles ForonjyFORONJY FINANCIAL

Professional summary

Bryan Charles Foronjy, CFP® is a registered financial advisor currently at FORONJY FINANCIAL located in Santa Barbara, California.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bryan has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 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 Bryan Charles Foronjy'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: 2010

Experience

Current

October 7, 2024 - Present

FORONJY FINANCIAL

Office #1: 401 Chapala Street Suite 105, Santa Barbara, CA 93101
RIA
CRD#: 332380
SANTA BARBARA, CA
Past

March 21, 2018 - October 8, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN LUIS OBISPO, CA
Past

July 6, 2016 - October 7, 2024

MARINER ADVISOR NETWORK

RIA
CRD#: 283824
San Luis Obispo, CA
Past

May 22, 2015 - July 6, 2016

STRATEGIC WEALTH ADVISORS GROUP

RIA
CRD#: 140977
SAN LUIS OBISPO, CA
Past

May 20, 2015 - September 27, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN LUIS OBISPO, CA
Past

January 29, 2008 - May 22, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SANTA BARBARA, CA
Past

January 25, 2008 - May 21, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SANTA BARBARA, CA
Past

July 3, 2007 - December 14, 2007

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

April 10, 2007 - December 14, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA

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".
FF
FORONJY FINANCIAL
FORONJY FINANCIAL | FORONJY FINANCIAL LLC

CRD#: 332380 / SEC#: 801-130928

RIA
Registered Investment Advisory firm - (8/16/2024 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
California
(10/7/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/2/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/9/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/18/2010
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/23/2010
General Securities Sales Supervisor - Options Module Examination

Current Firm

FF
FORONJY FINANCIAL
FORONJY FINANCIAL | FORONJY FINANCIAL LLC

CRD#: 332380 / SEC#: 801-130928

RIA
Registered Investment Advisory firm - (8/16/2024 Approved)
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Contact information

Main Address
401 Chapala Street Suite 105, Santa Barbara, CA 93101
Mailing Address
Phone number
(805) 543-1033
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- FORONJY FINANCIAL (2/12/2026)

Regulatory assets under management

Total Number of Accounts546
AUM (Assets Under Management)$ 278,028,743

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

FORONJY FINANCIAL

CRD#: 332380Santa Barbara, CA 93101

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