Bryan Clapham
CFP®Professional Summary
Bryan Clapham, CFP®, who also goes by Bryan J Clapham, Bryan Clapham, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cumming, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Dunwoody, Georgia. Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Bryan has worked at 10 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Over the past 12 years, I have partnered with my clients and their families to develop customized and flexible plans that are specifically tailored to their unique situations. My practice is founded on three core values: trust, integrity and prioritizing my clients' needs. I want to use my knowledge and experience to help you work towards your financial goals.
Other Aliases
Bryan J Clapham, Bryan Clapham
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Website
xxxxxxxxxx.xxx
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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.
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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
Education
Baylor University
Finance , Bachelor of Business Administration
Finance , Bachelor of Business Administration
2003
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Current Firm
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
Contact Information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698Phone Number
(617) 563-7000# of Employees
17,112SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,973,512AUM (Assets Under Management)
$1,370,125,325,211Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2026 | Cover Page | Report |
| 09/24/2025 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
State Registrations and Notice Filings
(5/20/2022)
(11/24/2025)
(7/21/2023)
(8/5/2026)
(5/20/2022)
(5/20/2022)
(3/31/2025)
(7/21/2023)
(5/3/2024)
(7/21/2023)
(1/5/2025)
(5/20/2022)
(5/20/2022)
(5/20/2022)
(9/29/2023)
(3/31/2025)
(5/15/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Bryan Clapham's CRS (Customer Relationship Summary).
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