Bryant E. Andrus

SBC INVESTMENT MANAGEMENT

Scottsdale, AZ 85251

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CRD#: 5054636

Professional summary

Bryant Elias Andrus is a registered financial advisor currently at SBC INVESTMENT MANAGEMENT, LLC located in Scottsdale, Arizona.

Bryant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bryant has worked at 6 firms and has passed the Series 66 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.

State Bird Corporation; investment related; consulting firm offering financial, tax and business solutions; owner ; 30% of time per month spent on business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryant Elias Andrus'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®

None

Experience

Current

April 21, 2020 - Present

SBC INVESTMENT MANAGEMENT, LLC

Office #1: 7272 East Indian School Road Suite 540, Scottsdale, AZ 85251

RIA

CRD#: 308391

Scottsdale, AZ

Past

February 27, 2009 - June 28, 2018

KEATS, CONNELLY & ASSOCIATES, INC

RIA

CRD#: 148884

PHOENIX, AZ

Past

June 2, 2008 - June 23, 2010

KEATS CONNELLY AND ASSOCIATES INC.

RIA

CRD#: 110604

PHOENIX, AZ

Past

June 2, 2008 - October 21, 2011

CROSS BORDER TAX & ACCOUNTING, LLC

RIA

CRD#: 110874

PHOENIX, AZ

Past

September 21, 2007 - May 5, 2008

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

September 11, 2007 - May 5, 2008

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

PHOENIX, AZ

Past

August 8, 2007 - December 31, 2007

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

PHOENIX, AZ

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

Arizona
(4/21/2020)

IAR

Florida
(8/30/2022)

IAR

Iowa
(7/19/2024)

IAR

Texas
(5/1/2023)

IAR

Utah
(8/9/2024)

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: 8/20/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/7/2007

General Securities Representative Examination

Current Firm

SBC INVESTMENT MANAGEMENT, LLC

CRD#: 308391 / SEC#:

Arizona

Registered Investment Advisory firm - (4/21/2020 Approved)

Florida

Registered Investment Advisory firm - (8/30/2022 Approved)

Iowa

Registered Investment Advisory firm - (3/31/2023 Approved)

Texas

Registered Investment Advisory firm - (4/4/2023 Conditional Restricted)

Utah

Registered Investment Advisory firm - (8/9/2024 Approved)

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Contact information

Main Address

7272 East Indian School Road Suite 540, Scottsdale, AZ 85251

Mailing Address

Phone number

(602) 641-5996

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 66,237,612

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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Bryant E. Andrus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryant Elias Andrus's CRS (Customer Relationship Summary).

Certified licenses

Experience

SBC INVESTMENT MANAGEMENT, LLC

KEATS, CONNELLY & ASSOCIATES, INC

KEATS CONNELLY AND ASSOCIATES INC.

CROSS BORDER TAX & ACCOUNTING, LLC

USAA FINANCIAL ADVISORS, INC.

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 8/20/2007

Series 7

Date: 8/7/2007

Current Firm

SBC INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SBC INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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