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Steven F. Bryant

SYNERGY DIVORCE SOLUTIONS
Annapolis, MD 21401
Some features on this profile are disabled
CRD#: 6668890
SB

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/15/2016
Uniform Investment Adviser Law Examination

Current Firm

SD
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
1

Documents

Latest Form ADV

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.

Company Information

SYNERGY DIVORCE SOLUTIONS

CRD#: 306124Annapolis, MD 21401

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