Bryan S. Newton

PRIVATE CLIENT ADVISOR GROUP

Overland Park, KS 66210

Some features on this profile are disabled

CRD#: 6121099

Professional summary

Bryan Scott Newton, who also goes by Bryan S Newton, is a registered financial advisor currently at PRIVATE CLIENT ADVISOR GROUP, LLC located in Overland Park, Kansas.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Bryan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan S Newton

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.

BSN BRIONI LLC POSITION: Owner NATURE: We consign used clothing to an ebay seller. He then sells them on his ebay website. He then pays us a % of the sale. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 08/24/2015; ADDRESS: 21107 West 98th Street, Lenexa KS 66220, United States; DESCRIPTION: I go to thrift stores and buy used mens clothing. I package and ship them to our consigner and he sells them.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Scott Newton'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®

None

Experience

Current

May 27, 2025 - Present

PRIVATE CLIENT ADVISOR GROUP, LLC

Office #1: 10801 Mastin Blvd., Overland Park, KS 66210

RIA

CRD#: 330038

Overland Park, KS

Past

August 21, 2017 - February 1, 2022

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OVERLAND PARK, KS

Past

May 20, 2015 - August 28, 2017

PRINCIPAL SECURITIES, INC.

CRD#: 1137

OVERLAND PARK, KS

Past

March 25, 2013 - May 15, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

LEAWOOD, KS

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

Florida
(7/29/2025)

IAR

Kansas
(5/27/2025)

IAR

Missouri
(7/21/2025)

IAR

Texas
(7/21/2025)

IAR

Utah
(7/21/2025)

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 65

Date: 5/27/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/23/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRIVATE CLIENT ADVISOR GROUP, LLC

CRD#: 330038 / SEC#: 801-134899

Florida

Registered Investment Advisory firm - (5/17/2024 Approved)

Kansas

Registered Investment Advisory firm - (6/11/2024 Approved)

Missouri

Registered Investment Advisory firm - (6/18/2024 Approved)

New York

Registered Investment Advisory firm - (5/22/2024 Approved)

Oklahoma

Registered Investment Advisory firm - (7/2/2024 Approved)

Texas

Registered Investment Advisory firm - (6/14/2024 Conditional Restricted)

Utah

Registered Investment Advisory firm - (8/1/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990

Mailing Address

Phone number

(516) 241-3934

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIVATE CLIENT ADVISOR GROUP, LLC - ADV PART 2 (11/6/2025)

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 110,213,692

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.

Similar Advisors

Lee Oleinick

UBS FINANCIAL SERVICES INC.

IAR

Boca Raton, FL

Derek Leighton

MWA FINANCIAL SERVICES INC.

Kalamazoo, MI

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bryan S. Newton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Scott Newton's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT ADVISOR GROUP, LLC

WOODBURY FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2025

Series 63

Date: 3/22/2014

SIE

Date: 10/1/2018

Series 6

Date: 3/23/2013

Current Firm

PRIVATE CLIENT ADVISOR GROUP, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIVATE CLIENT ADVISOR GROUP, LLC

TRUST BUT VERIFY

Similar Advisors