Steven F. Bryant

SYNERGY DIVORCE SOLUTIONS

Annapolis, MD 21401

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CRD#: 6668890

Professional summary

Steven Francis Bryant is a registered financial advisor currently at SYNERGY DIVORCE SOLUTIONS located in Annapolis, Maryland.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Steven has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Francis 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®

None

Experience

Current

October 21, 2020 - Present

SYNERGY DIVORCE SOLUTIONS

Office #1: 1997 Annapolis Exchange Suite 300, Annapolis, MD 21401

RIA

CRD#: 306124

Annapolis, MD

Past

August 26, 2016 - December 31, 2018

LISA N. CLARKE CPA LLC

RIA

CRD#: 284101

SEVERNA PARK, MD

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

Maryland
(10/21/2020)

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Exams

State Security Law Exam

IAR

Series 65

Date: 4/15/2016

Uniform Investment Adviser Law Examination

Current Firm

SYNERGY DIVORCE SOLUTIONS

SYNERGY CPA SOLUTIONS | SYNERGY DIVORCE SOLUTIONS | SYNERGY CPA SOLUTIONS, LLC

CRD#: 306124 / SEC#:

Maryland

Registered Investment Advisory firm - (2/11/2020 Approved)

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Contact information

Main Address

1997 Annapolis Exchange Suite 300, Annapolis, MD 21401

Mailing Address

Phone number

(410) 202-8977

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Steven F. Bryant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Francis Bryant's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNERGY DIVORCE SOLUTIONS

LISA N. CLARKE CPA LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/15/2016

Current Firm

SYNERGY DIVORCE SOLUTIONS

Contact information

Documents

Red Flags

Company Information

SYNERGY DIVORCE SOLUTIONS

TRUST BUT VERIFY

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