Bryan Y. Courchesne
Professional summary
Bryan Yves Courchesne is a registered financial advisor currently at DIGITAL ASSET INVESTMENT MANAGEMENT located in Newport Beach, California.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bryan has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Yves Courchesne's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 31, 2018 - Present
DIGITAL ASSET INVESTMENT MANAGEMENT
Office #1: 120 Newport Center Drive, Newport Beach, CA 92660January 5, 2017 - October 27, 2017
BGC FINANCIAL, L.P.
October 2, 2015 - October 27, 2017
SUNRISE BROKERS LLC
July 3, 2013 - September 29, 2015
MYD MARKET, INC
May 7, 2013 - July 8, 2013
FBN SECURITIES, INC.
February 26, 2013 - May 16, 2013
PPG WEST LLC
May 12, 2011 - May 16, 2013
PHOENIX DERIVATIVES GROUP, LLC
February 24, 2010 - February 28, 2011
HEIGHTS PARTNERS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/31/2018)
(9/1/2021)
(10/12/2022)
(5/19/2021)
(5/20/2021)
(12/3/2020)
Exams
Series 55
Date: 3/17/2012
Limited Representative-Equity Trader ExamCurrent Firm
DIGITAL ASSET INVESTMENT MANAGEMENT
CRD#: 294098 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 229 |
| AUM (Assets Under Management) | $ 75,550,000 |
Red Flags
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