Louise H. Bryant
FINANCIAL SPYGLASS®
Rye, NY 10580
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CRD#: 6168655
Professional summary
Louise Hutchins Bryant, CFP®, who also goes by Louise H Bryant, is a registered financial advisor currently at FINANCIAL SPYGLASS® located in Rye, New York.
Louise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Louise has worked at 2 firms .
Biography
As a client of Financial Spyglass® , a selective, independent, fee-only comprehensive financial planning firm founded by Louise Bryant, CFP® MBA to transform futures with a proven approach, you will
Have a personalized financial action plan, aligning your goals for the highest probability of accomplishing what you have told me is most important to you;
Enjoy the experience of making smart financial choices with confidence. We present reasoned options to you and conduct regular reviews, using our In Sync for SuccessTM system.
Count on unbiased recommendations, and impartial guidance. In short, financial planning based advice putting your goals first; not advice driven by selling products to you.
Investment Advice and Financial Planning offered through The Art of Your $trategy LLC, a New York State Registered Investment Advisor, d/b/a Financial Spyglass® www.financialspyglass.com
Question & Answer
What are your service offerings?
Education Planning
Comprehensive Financial Planni...
Elder Care
Debt Management
Budgeting
Do you have an area of expertise or specialization?
AUM
Baby Boomers
College/Education Planning
Estate & Generational Planning...
Generation X
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Louise H 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Louise Hutchins 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®
CFP®
Start date: 2006
Experience
Current
February 12, 2024 - Present
FINANCIAL SPYGLASS®
Office #1: 80 Theodore Fremd Ave, Rye, NY 10580RIA
CRD#: 166378
Rye, NY
Past
August 30, 2021 - December 31, 2023
FINANCIAL SPYGLASS®
RIA
CRD#: 166378
RYE, NY
Past
February 28, 2013 - April 6, 2018
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
RIA
CRD#: 151298
OLYMPIA, WA
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(2/12/2024)
Exams
Current Firm
FINANCIAL SPYGLASS®
FINANCIAL SPYGLASS | THE ART OF YOUR $TRATEGY DBA FINANCIAL SPYGLASS® | LONG VIEW PLANNING LLC D/B/A/ FINANCIAL SPYGLASS | FINANCIAL SPYGLASS®
CRD#: 166378 / SEC#:
New York
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Contact information
Main Address
80 Theodore Fremd Ave, Rye, NY 10580
Mailing Address
80 Theodore Fremd Ave, Rye, NY 10580
Phone number
(914) 921-6800
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 8,198,069 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
