CB
Christopher W. Bryant
CRUX WEALTH ADVISORS
Salem, NH
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CRD#: 6118848
CB
Professional summary
Christopher Wayne Bryant, who also goes by Chris Bryant, Christopher Wayne Bryant, is a registered financial advisor currently at CRUX WEALTH ADVISORS located in Salem, New Hampshire and ARETE WEALTH MANAGEMENT, LLC located in Long Beach, California.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Christopher has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Bryant | Christopher Wayne Bryant
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) LWO, LLC Address: Westborough, MA Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 06/01/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Compliance/Supervision 2) Freedom Street Partners Address: Westborough, MA Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 06/01/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Head of Compliance/Supervision for FSP 3) Crux Wealth Advisors Address: Westborough, MA Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 06/01/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Head of Compliance/Supervision for Crux. 4) Boston Harbor Wealth Advisors, LLC. Address: Westborough, MA Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 10/25/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Compliance Analyst.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Wayne Bryant'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®
NoneExperience
Current
August 6, 2024 - Present
CRUX WEALTH ADVISORS
RIA
CRD#: 330731
Salem, NH
Current
August 2, 2024 - Present
ARETE WEALTH MANAGEMENT, LLC
Office #1: 111 W. Ocean Blvd 4th Floor, Long Beach, CA 90802BD
CRD#: 44856
Long Beach, CA
Past
November 7, 2017 - August 2, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Salem, NH
Past
October 26, 2017 - October 30, 2018
BOSTON HARBOR WEALTH ADVISORS, LLC
RIA
CRD#: 282486
ACTON, MA
Past
October 25, 2017 - August 2, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
WESTBOROUGH, MA
Past
March 17, 2017 - October 30, 2017
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
BURLINGTON, MA
Past
October 29, 2015 - October 30, 2017
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
BURLINGTON, MA
Past
September 12, 2013 - October 6, 2015
OSAIC FA, INC.
BD
CRD#: 3978
CONCORD, NH
Past
May 1, 2013 - October 6, 2015
OSAIC FS, INC.
BD
CRD#: 3870
CONCORD, NH
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".
CW
CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS
CRD#: 330731 / SEC#: 801-130283
RIA
Registered Investment Advisory firm - (6/4/2024 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/2/2024)
IAR
California(8/6/2024)
RR
Colorado(8/2/2024)
RR
Florida(12/23/2024)
RR
Georgia(8/2/2024)
RR
Illinois(8/7/2024)
RR
Kentucky(8/2/2024)
RR
Maryland(8/2/2024)
RR
Massachusetts(12/11/2024)
RR
New Hampshire(8/2/2024)
RR
North Carolina(8/6/2024)
RR
Ohio(3/10/2025)
RR
Pennsylvania(8/2/2024)
RR
South Carolina(8/2/2024)
RR
Texas(8/2/2024)
RR
Utah(8/2/2024)
RR
Virginia(8/2/2024)
RR
Washington(8/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS
CRD#: 330731 / SEC#: 801-130283
RIA
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Contact information
Main Address
111 W. Ocean Blvd 4th Floor, Long Beach, CA, 90802
Mailing Address
Phone number
(562) 735-3875
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,466 |
| AUM (Assets Under Management) | $ 410,242,734 |
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.
