JB
Jeffery A. Bryson
CAPITAL INVESTMENT ADVISORY SERVICES
GREENVILLE, SC 29609
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CRD#: 6163166
JB
Professional summary
Jeffery Alan Bryson, who also goes by Jeffrey Alan Bryson, is a registered financial advisor currently at CAPITAL INVESTMENT ADVISORY SERVICES, LLC located in Greenville, South Carolina and CAPITAL INVESTMENT GROUP, INC. located in Greenville, South Carolina.
Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jeffery has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Alan Bryson
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. BRYSON & COMPANY CPAS, LLC. 1541 WADE HAMPTON BLVD, GREENVILLE, SC 29609. REPRESENTATIVE HAS CPA LICENSE IN SOUTH CAROLINA. 2. BOB JONES UNIVERSITY, ACCOUNTING FACULTY MEMBER. 1700 WADE HAMPTON BLVD, GREENVILLE, SC 29614. 3. CONSOLIDATED INSURED BENEFITS. INSURANCE AGENT FOR LIFE, ACCIDENT, HEALTH AND DISABILITY. 115 PIPER LANE GREENVILLE, SC. STARTED 8/1/2013 4. CARDINAL PROPERTIES, LLC. OWNER. 102 ROBIN RD, GREENVILLE, SC 29609. STARTED 8/2024. LLC FOR LAND THAT IS OWNED AND COULD BE SOLD AS LOTS FOR FUTURE HOMES. 1 HR/WK, 1 HR DURING NORMAL TRADING HRS. ACTIVITY IS INVESTMENT RELATED FOR FUTURE COMPENSATION.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Alan Bryson'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
May 31, 2013 - Present
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
Office #1: 1541 Wade Hampton Blvd, Greenville, SC 29609RIA
CRD#: 149124
GREENVILLE, SC
Current
April 19, 2013 - Present
CAPITAL INVESTMENT GROUP, INC.
Office #1: 1541 Wade Hampton Blvd., Greenville, SC 29609BD
CRD#: 14752
Greenville, SC
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".
CI
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC | WHETRO ADVISORS | TRUST COMPANY OF NORTH CAROLINA | THE WEALTH GROUP | THE PORTFOLIO MANAGEMENT GROUP | SENTINEL CAPITAL SOLUTIONS | RISING TIDE INC. | PIEDMONT PRIVATE WEALTH | MUMY FINANCIAL ADVISORS, LLC | MASONBORO ADVISORS | INTEGRATED ADVISORY SERVICES, LLC | CIC ADVISERS, LLC
CRD#: 149124 / SEC#: 801-69846
RIA
Registered Investment Advisory firm - (1/5/2009 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
Colorado(4/21/2016)
RR
New York(12/9/2024)
RR
South Carolina(5/30/2013)
IAR
South Carolina(5/31/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC | WHETRO ADVISORS | TRUST COMPANY OF NORTH CAROLINA | THE WEALTH GROUP | THE PORTFOLIO MANAGEMENT GROUP | SENTINEL CAPITAL SOLUTIONS | RISING TIDE INC. | PIEDMONT PRIVATE WEALTH | MUMY FINANCIAL ADVISORS, LLC | MASONBORO ADVISORS | INTEGRATED ADVISORY SERVICES, LLC | CIC ADVISERS, LLC
CRD#: 149124 / SEC#: 801-69846
RIA
Registered Investment Advisory firm - (1/5/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 E. Six Forks Road Suite 200, Raleigh, NC 27609
Mailing Address
P.o. Box 32249, Raleigh, NC 27622
Phone number
(919) 831-2370
Established
Firm type
Fiscal year end
# of Employees
106
SEC notice filing (39 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,619 |
| AUM (Assets Under Management) | $ 1,930,938,262 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD#: 149124Greenville, SC 29609TRUST BUT VERIFY
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