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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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BJ

Brett A. Janis

STRONG BRIDGE ADVISORS
SAN FRANCISCO, CA 94115
Some features on this profile are disabled
CRD#: 5531332
BJ

Professional summary

Brett Andrew Janis, who also goes by Brett Janis, is a registered financial advisor currently at STRONG BRIDGE ADVISORS LLC located in San Francisco, California.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Brett has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brett Janis

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 Brett Andrew Janis'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

September 8, 2021 - Present

STRONG BRIDGE ADVISORS LLC

Office #1: 2193 Fillmore Street, San Francisco, CA 94115
RIA
CRD#: 315520
SAN FRANCISCO, CA
Past

March 28, 2012 - December 31, 2012

PRISM ASSET MANAGEMENT, LLC

RIA
CRD#: 151456
NEW YORK, NY
Past

March 8, 2012 - December 31, 2014

PRISM ASSET MANAGEMENT, LLC

RIA
CRD#: 151456
NEW YORK, NY
Past

October 14, 2009 - March 8, 2012

PRISM ASSET MANAGEMENT, LLC

RIA
CRD#: 151456
NEW YORK, NY

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
(9/8/2021)
IAR
Texas
(12/3/2021)

Exams

Current Firm

SB
STRONG BRIDGE ADVISORS LLC
STRONG BRIDGE ADVISORS LLC | STRONG BRIDGE GLOBAL ADVISORS, LLC | STRONG BRIDGE GLOBAL ADVISORS

CRD#: 315520 / SEC#:

California
Registered Investment Advisory firm - (9/8/2021 Approved)
Texas
Registered Investment Advisory firm - (11/29/2021 Conditional Restricted)
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Contact information

Main Address
2193 Fillmore Street, San Francisco, CA 94115
Mailing Address
Phone number
(847) 867-4590
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts133
AUM (Assets Under Management)$ 63,527,806

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

STRONG BRIDGE ADVISORS LLC

CRD#: 315520San Francisco, CA 94115

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