BE
Bryce Edmister
MASONBORO ADVISORS
Wilmington, NC 28403
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CRD#: 7200853
BE
Professional summary
Bryce Edmister is a registered financial advisor currently at MASONBORO ADVISORS located in Wilmington, North Carolina.
Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Bryce has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE 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.
1. LICENSED INSURANCE AGENT, SELF, 305 Tanbridge Road, Wilmington, NC 28405. Independent Insurance Agent selling various insurance products except for variable annuities. Investment Related. Started 2019. 4 HRS/Month. 0 HRS During Normal Trading HRS. 2. Landfall Country Club. Volunteer Committee Member. I am a Member of Landfall CC Greens Committee, 800 Sun Runner Place, Wilmington, NC 28405. Member of Landfall CC Greens Committee. Non-Investment Related. Started 2022. 4 HRS/Month. 0 HRS During Normal Trading HRS. 3. BE Legacy Corp., Investment Related. 305 Tanbridge Road, Wilmington, NC 28405, Business entity to run advisory compensation and expense. Started January 2025. 0 HRS/Month, 0 HRS During Normal Trading Hours.
CRS (Client Relationship Summary) - RIA
Click below to view Bryce Edmister'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
February 16, 2023 - Present
MASONBORO ADVISORS
Office #1: 5815 Oleander Drive Suite 260, Wilmington, NC 28403RIA
CRD#: 145151
Wilmington, NC
Past
May 29, 2021 - February 13, 2023
OMNISTAR FINANCIAL GROUP, INC.
RIA
CRD#: 138515
WILMINGTON, NC
Past
February 29, 2020 - May 1, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
WILMINGTON, NC
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".
MA
MASONBORO ADVISORS
GLASGOW & ASSOCIATES, LLC | MASONBORO ADVISORS
CRD#: 145151 / SEC#: 801-133988
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)California
Registered Investment Advisory firm - (9/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/15/2025 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/14/2025 Terminated)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
North Carolina(2/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/29/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
MA
MASONBORO ADVISORS
GLASGOW & ASSOCIATES, LLC | MASONBORO ADVISORS
CRD#: 145151 / SEC#: 801-133988
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)California
Registered Investment Advisory firm - (9/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/15/2025 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/14/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5815 Oleander Drive Suite 260, Wilmington, NC 28403
Mailing Address
Phone number
(910) 742-0509
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 505 |
| AUM (Assets Under Management) | $ 155,941,918 |
Red Flags
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Company Information
MASONBORO ADVISORS
CRD#: 145151Wilmington, NC 28403TRUST BUT VERIFY
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