Seth M. Bryant
STRATEGIC ADVISERS LLC | Investment Consultant
PORT CHESTER, NY
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CRD#: 7063889
Professional summary
Seth Michael Bryant, who also goes by Seth M Bryant, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Port Chester, New York and FIDELITY BROKERAGE SERVICES LLC located in Scarsdale, New York.
Seth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Seth has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Biography
As an Investment Consultant, I partner with my clients to understand their short- and long-term goals and to help them build a financial plan that is geared towards helping them pursue those goals. Striving to build trust, understanding, and having transparency with my clients is most important to me, as I work hard to understand their needs to provide them with an exceptional experience.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Seth M Bryant
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.
CRS (Client Relationship Summary) - RIA
Click below to view Seth Michael 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®
NoneEducation
CUNY Bernard M. Baruch College
Bachelor of Business Administration - Finance
2019
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507RIA
CRD#: 104555
PORT CHESTER, NY
Current
February 25, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 799 Central Park Ave. Greenville Shopping Center, Scarsdale, NY 10583BD
CRD#: 7784
SCARSDALE, NY
Past
March 22, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCARSDALE, NY
Past
March 5, 2021 - January 6, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PLEASANTVILLE, NY
Past
July 3, 2019 - January 6, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PLEASANTVILLE, NY
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/4/2025)
RR
California(11/20/2023)
RR
Connecticut(2/25/2022)
RR
Delaware(3/5/2024)
RR
Florida(2/25/2022)
RR
New Jersey(2/25/2022)
RR
New York(2/25/2022)
IAR
New York(3/31/2025)
RR
Pennsylvania(1/4/2025)
RR
Puerto Rico(1/4/2025)
RR
Texas(8/1/2025)
IAR
Texas(10/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/8/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 7/3/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
