Charles G. Bryant

ADVANCED WEALTH MANAGEMENT

Sarasota, FL

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CRD#: 5346404

Professional summary

Charles Gyude Bryant III, who also goes by Charles Gyude Bryant, Charles Bryant, is a registered financial advisor currently at ADVANCED WEALTH MANAGEMENT located in Sarasota, Florida.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Charles has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Gyude Bryant | Charles Bryant

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.

1. 8/1/2019 - Lone Star Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2019 - 20 Hour Per Month/1 Hour During Securities Trading 2. 06/02/2023 - The Consigliere Group - Not Investment Related - Sarasota, FL - Outside/W-2 Employment - Start Date 05/15/2023 - 5 Hours Per Month/ 0 Hours During Securities Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Gyude Bryant III'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

October 6, 2023 - Present

ADVANCED WEALTH MANAGEMENT

Office #2: 1990 Main Street Suite 750, Sarasota, FL 34236Office #3: 1990 Main Street, Suite 750, Sarasota, FL 34234

RIA

CRD#: 284438

Sarasota, FL

Past

May 1, 2019 - October 2, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

SARASOTA, FL

Past

April 30, 2019 - October 2, 2023

LPL FINANCIAL LLC

CRD#: 6413

SARASOTA, FL

Past

October 6, 2014 - May 3, 2019

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

SARASOTA, FL

Past

September 26, 2014 - May 3, 2019

FSC SECURITIES CORPORATION

CRD#: 7461

SARASOTA, FL

Past

April 2, 2014 - September 22, 2014

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

FORT MYERS, FL

Past

January 10, 2014 - September 22, 2014

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

FORT MYERS, FL

Past

October 21, 2013 - October 31, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

FORT MYERS, FL

Past

July 1, 2008 - October 21, 2013

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

BRADENTON, FL

Past

April 23, 2008 - October 21, 2013

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

BRADENTON, FL

Past

November 19, 2007 - February 14, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

SARASOTA, FL

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

Florida
(10/6/2023)

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 65

Date: 6/26/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/27/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/2007

General Securities Representative Examination

Current Firm

ADVANCED WEALTH MANAGEMENT

ADVANCED RETIREMENT PLANNERS | ALL STAR ADVISORS | ADVANCED WEALTH MANAGEMENT, LLC | ADVANCED WEALTH MANAGEMENT

CRD#: 284438 / SEC#:

Florida

Registered Investment Advisory firm - (8/16/2016 Approved)

New York

Registered Investment Advisory firm - (12/31/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1990 Main Street Suite 750, Sarasota, FL 34236

Mailing Address

Phone number

(941) 451-8512

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	499
AUM (Assets Under Management)	$ 76,234,403

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Charles G. Bryant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Gyude Bryant III's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

J.P. MORGAN SECURITIES LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MORGAN STANLEY & CO. LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2008

Series 63

Date: 5/27/2008

SIE

Date: 10/1/2018

Series 7

Date: 11/17/2007

Current Firm

ADVANCED WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVANCED WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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