AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BF

Bryan Paul Farney

FARNEY PRIVATE WEALTH MANAGEMENT
AUSTIN, TX
·CRD# 5400279·8 years experience

Professional Summary

Bryan Paul Farney, who also goes by Bryan Paul Farney, Bryan Farney, Bryan Paul Gonyaw, Bryan Gonyaw, is a registered financial advisor currently at FARNEY PRIVATE WEALTH MANAGEMENT, LLC located in Austin, Texas. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bryan Paul Farney, Bryan Farney, Bryan Paul Gonyaw, Bryan Gonyaw

Blog Corner

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
View profile
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

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.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Years of Experience

8 years in the financial services industry

Current & Past Employments

FARNEY PRIVATE WEALTH MANAGEMENT, LLC·CRD# 332291
RIA
5900 Southwest Parkway Suite 5-520, Austin, TX 78735
August 27, 2024 - Present
THRIVENT ADVISOR NETWORK, LLC·CRD# 304569
RIA
Buda, TX
January 31, 2024 - June 7, 2024
49 FINANCIAL·CRD# 319484
RIA
Austin, TX
January 4, 2023 - September 28, 2023
THRIVENT ADVISOR NETWORK, LLC·CRD# 304569
RIA
Austin, TX
July 6, 2020 - December 31, 2022
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Austin, TX
March 4, 2020 - September 7, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Austin, TX
August 16, 2018 - August 1, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Austin, TX
June 29, 2018 - August 1, 2019

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Current Firm

FP
FARNEY PRIVATE WEALTH MANAGEMENT, LLC

FARNEY HOLDINGS, LLC | FARNEY PRIVATE WEALTH MANAGEMENT, LLC | FARNEY PRIVATE WEALTH

CRD#: 332291
Texas
Registered Investment Advisory firm - Texas (8/27/2024 Approved)

Contact Information

Main Address

5900 Southwest Parkway Suite 5-520, Austin, TX 78735

Phone Number

(512) 771-7452

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

29

AUM (Assets Under Management)

$5,681,624

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

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.

1) Farney Holdings, LLC - Investment Related - 5900 Balcones Dr. #14418, Austin, TX 78731 - Holding company for prior investments - Owner - Managing Member - Start: 10/2023 - No active duties

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

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.
IAR
Texas
(8/27/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2018About the Series 7 exam

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Paul Farney's CRS (Customer Relationship Summary).

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#
BF
Follow Bryan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required