Bryce P. Carey

NORTHLANDING FINANCIAL PARTNERS

Rochester, NY 14625

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CRD#: 5547015

Professional summary

Bryce P Carey, CFP® is a registered financial advisor currently at NORTHLANDING FINANCIAL PARTNERS, LLC located in Rochester, New York.

Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bryce has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.

1. Northlanding Financial Partners, LLC, Start: 04/08/13, 90 Linden Oaks Suite 220 Rochester, NY 14625, RIA, COO and IAR, Investment related, 160 hours per month, 8 hours per day during trading hours. 2. Independent Insurance Agent, Sole Proprietor, Start: 05/01/13, 90 Linden Oaks Suite 220 Rochester, NY 14625, Insurance Agency/Agent, Sale of Fixed annuities, Not Investment related, 5 hours per month, <1 hour per day during trading hours. 3. BPCB Wealth Planning Corp, Start Date: 09/28/2021, 90 Linden Oaks., Ste, 220, Rochester, NY 14625, S-Corp, Administrative Operations, Owner, Owner & Sole Employee of Entity, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce P Carey's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

February 17, 2021 - Present

NORTHLANDING FINANCIAL PARTNERS, LLC

Office #1: 90 Linden Oaks Suite 220, Rochester, NY 14625

RIA

CRD#: 167055

Rochester, NY

Past

January 6, 2017 - December 31, 2020

NORTHLANDING FINANCIAL PARTNERS, LLC

RIA

CRD#: 167055

ROCHESTER, NY

Past

November 21, 2016 - December 31, 2016

NORTHLANDING FINANCIAL PARTNERS, LLC

RIA

CRD#: 167055

ROCHESTER, NY

Past

September 6, 2016 - August 16, 2024

MUTUAL SECURITIES, INC.

CRD#: 13092

Rochester, NY

Past

December 17, 2012 - September 2, 2016

WALL STREET FINANCIAL GROUP, INC.

RIA

CRD#: 35830

ROCHESTER, NY

Past

July 29, 2011 - September 2, 2016

WALL STREET FINANCIAL GROUP, INC.

CRD#: 35830

ROCHESTER, NY

Past

October 13, 2008 - January 26, 2011

ENSEMBLE FINANCIAL SERVICES, INC.

CRD#: 17443

PITTSFORD, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTHLANDING FINANCIAL PARTNERS, LLC

CRD#: 167055 / SEC#: 801-77720

RIA

Registered Investment Advisory firm - (3/27/2013 Approved)

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

New York
(8/31/2021)

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: 12/16/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/9/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/13/2010

General Securities Principal Examination

Current Firm

NORTHLANDING FINANCIAL PARTNERS, LLC

CRD#: 167055 / SEC#: 801-77720

RIA

Registered Investment Advisory firm - (3/27/2013 Approved)

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Contact information

Main Address

90 Linden Oaks Suite 220, Rochester, NY 14625

Mailing Address

Phone number

(585) 497-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2023 08 14 NORTHLANDING FINANCIAL PARTNERS FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	418
AUM (Assets Under Management)	$ 129,255,972

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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Advisor Monitoring

Firm Stability Insights

Bryce P. Carey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce P Carey's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHLANDING FINANCIAL PARTNERS, LLC

NORTHLANDING FINANCIAL PARTNERS, LLC

MUTUAL SECURITIES, INC.

WALL STREET FINANCIAL GROUP, INC.

WALL STREET FINANCIAL GROUP, INC.

ENSEMBLE FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

NORTHLANDING FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2012

SIE

Date: 10/1/2018

Series 7

Date: 10/9/2008

Series 24

Date: 7/13/2010

Current Firm

NORTHLANDING FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTHLANDING FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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