Bryan Kiss

HELIUM ADVISORS

Atlanta, GA 30346

CRD#: 6825150

Some features on this profile are disabled

Professional summary

Bryan Kiss, CFP® is a registered financial advisor currently at HELIUM ADVISORS LLC located in Atlanta, Georgia.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Bryan has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

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 Bryan Kiss's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2015

Experience

Current

June 15, 2026 - Present

HELIUM ADVISORS LLC

Office #1: 303 Perimeter Center North Suite 300, Atlanta, GA 30346

RIA

CRD#: 282356

Atlanta, GA

Past

September 26, 2017 - March 1, 2019

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

ATLANTA, GA

Past

August 24, 2017 - March 1, 2019

FIFTH THIRD SECURITIES, INC.

CRD#: 628

ATLANTA, GA

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".

HELIUM ADVISORS LLC

HELIUM ADVISORS | HELIUM ADVISORS LLC

CRD#: 282356 / SEC#: 801-126557

RIA

Registered Investment Advisory firm - (9/15/2022 Approved)

Arizona

Registered Investment Advisory firm - (12/7/2022 Terminated)

California

Registered Investment Advisory firm - (1/6/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2022 Terminated)

Washington

Registered Investment Advisory firm - (1/11/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(6/15/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/21/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/24/2017

General Securities Representative Examination

Current Firm

HELIUM ADVISORS LLC

HELIUM ADVISORS | HELIUM ADVISORS LLC

CRD#: 282356 / SEC#: 801-126557

RIA

Registered Investment Advisory firm - (9/15/2022 Approved)

Arizona

Registered Investment Advisory firm - (12/7/2022 Terminated)

California

Registered Investment Advisory firm - (1/6/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/7/2022 Terminated)

Washington

Registered Investment Advisory firm - (1/11/2023 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684

Mailing Address

Phone number

(425) 214-1533

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HELIUM ADVISORS LLC FORM ADV PART 2 06.2025 (10/15/2025)

Regulatory assets under management

Total Number of Accounts	896
AUM (Assets Under Management)	$ 308,092,194

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

George Mauser

ATLAS INVESTMENT ADVISORS

IAR

ALPHARETTA, GA

Dena Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

IAR

GRAYSON, KY

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bryan Kiss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Kiss's CRS (Customer Relationship Summary).

Certified licenses

Experience

HELIUM ADVISORS LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

HELIUM ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/21/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/24/2017

Current Firm

HELIUM ADVISORS LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HELIUM ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors