Bryan S. Curry
BRIDGE THE GAP RETIREMENT PLANNERS
SIMI VALLEY, CA 93065
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CRD#: 6276939
Professional summary
Bryan Scott Curry, CFP® is a registered financial advisor currently at BRIDGE THE GAP RETIREMENT PLANNERS located in Simi Valley, California.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Bryan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Bryan Curry is the founder of Bridge the Gap Retirement Planners. Bryan has always been passionate about personal finance. Bryan spent over 11 years working for the big financial firms and made the transition to BTGRP to build a business that is centered around his clients. Bryan realized that at the big firms, he, like many advisors worked with too many clients. Bryan only works with clients who are near retirement, or already retired. He believes being a specialist of this life stage, gives his clients the best possible results.
Bryan holds a Bachelor’s Degree in Business Administration, Securities Licenses 6, 7, 63 & 66, and most notably his Certified Financial Planner Designation™. Bryan lives in Simi Valley, CA with his wife, daughter, and their yellow lab. He enjoys all things financial, spending time with family, and getting outside to ride mountain bikes and motorcycles.
Question & Answer
What are your service offerings?
Inheritance
Estate Planning
Debt Management
Retirement Income Management
Social Security Planning
Retirement Planning
Investment Planning
Education Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Estate & Generational Planning...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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) Bryan Curry is co-owner of The Money School LLC, a business through which he provides general financial education to a larger audience. All advice provided through this activity is non-personalized and is purely for educational purposes. (2) Kaplan North America; investment-related; 1515 W Cypress Creek Rd. Fort Lauderdale, FL 33309; Securities Instructor; start date: 03/2023; Estimated 10 hours/ Week, 0 of which are during securities hours; Teaching curriculum for various securities licenses.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Scott Curry'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: 2015
Experience
Current
September 21, 2021 - Present
BRIDGE THE GAP RETIREMENT PLANNERS
Office #1: 2655 First Street, Suite 250, Simi Valley, CA 93065RIA
CRD#: 316508
SIMI VALLEY, CA
Past
May 24, 2016 - August 17, 2021
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Thousand Oaks, CA
Past
May 24, 2016 - August 17, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Thousand Oaks, CA
Past
January 2, 2014 - May 19, 2016
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
WESTLAKE VILLAGE, CA
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
Arizona(7/12/2022)
IAR
California(9/21/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BRIDGE THE GAP RETIREMENT PLANNERS
BRIDGE THE GAP RETIREMENT PLANNERS | BRIDGE THE GAP RETIREMENT PLANNERS LLC
CRD#: 316508 / SEC#:
Arizona
Registered Investment Advisory firm - (7/12/2022 Approved)California
Registered Investment Advisory firm - (9/21/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2655 First Street, Suite 250, Simi Valley, CA 93065
Mailing Address
2655 First Street, Suite 250, Simi Valley, CA 93065
Phone number
(805) 304-9459
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 107 |
| AUM (Assets Under Management) | $ 40,760,864 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
