BB
Bryan F. Bulawa
CHICKASAW CAPITAL MANAGEMENT
Memphis, TN 38119
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CRD#: 7058686
BB
Professional summary
Bryan Francis Bulawa is a registered financial advisor currently at CHICKASAW CAPITAL MANAGEMENT, LLC located in Memphis, Tennessee.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bryan has worked at 1 firm 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.
Wildfork Power Solutions - a power generation company. 2818 S. Victor Ave, Tulsa, OK 74114 Position and Title is Board Member of portfolio company of advisory sponsored private equity fund with Chickasaw Capital Management as the advisor. Start date of the affiliation is April 11, 2025. Hours spent to devote to the position are 10 hours a month, but will vary from month to month. Duties are Board Level Oversite of Wildfork Power Solutions business activities. Wildfork Power Solutions is dedicated to providing safe, reliable, efficient, and scalable power solutions to commercial and industrial customers with 24/7 mission-critical needs. By offering an alternative to the traditional power grid, we help reduce exposure to power shortages, extreme weather, and rising energy cost. Our customer can select near-zero carbon emission solutions to support long-term sustainability and decarbonization goals.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Francis Bulawa'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®
NoneExperience
Current
July 19, 2019 - Present
CHICKASAW CAPITAL MANAGEMENT, LLC
Office #1: 6075 Poplar Ave Suite 720, Memphis, TN 38119RIA
CRD#: 127398
Memphis, TN
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".
CC
CHICKASAW CAPITAL MANAGEMENT, LLC
CHICKASAW CAPITAL MANAGEMENT, LLC
CRD#: 127398 / SEC#: 801-62121
RIA
Registered Investment Advisory firm - (6/12/2003 Approved)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
Colorado(2/9/2024)
Current Firm
CC
CHICKASAW CAPITAL MANAGEMENT, LLC
CHICKASAW CAPITAL MANAGEMENT, LLC
CRD#: 127398 / SEC#: 801-62121
RIA
Registered Investment Advisory firm - (6/12/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6075 Poplar Ave Suite 720, Memphis, TN 38119
Mailing Address
Phone number
(901) 537-1866
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 433 |
| AUM (Assets Under Management) | $ 2,529,750,391 |
Red Flags
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Company Information
CHICKASAW CAPITAL MANAGEMENT, LLC
CRD#: 127398Memphis, TN 38119TRUST BUT VERIFY
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