BA
Bryan Azzo
FAI ADVISORS
FARMINGTON HILLS, MI 48331
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CRD#: 7348508
BA
Professional summary
Bryan Azzo is a registered financial advisor currently at FAI ADVISORS, INC. located in Farmington Hills, Michigan.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Bryan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, 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.
FinancePros, LLC, Not investment related, 7257 Muerdale West Bloomfield, MI 48322, Mortgage Financial Services, associate since 1/1/24, 5 hours per month devoted to the business, 2 hours during securities trading hours, oversee all operations. FinancePros Lending, LLC, Not investment related, 7257 Muerdale West Bloomfield, MI 48322, Mortgage Financial Services, associate since 1/1/24, 5 hours per month devoted to the business, 2 hours during securities trading hours, oversee all operations
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Azzo'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
April 3, 2024 - Present
FAI ADVISORS, INC.
Office #1: 27500 Drake Rd. Suite 110, Farmington Hills, MI 48331RIA
CRD#: 122132
FARMINGTON HILLS, MI
Past
March 3, 2023 - March 15, 2024
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
SOUTHFIELD, MI
Past
January 9, 2023 - March 15, 2024
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
SOUTHFIELD, MI
Past
June 30, 2021 - January 4, 2023
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
WEST BLOOMFIELD, MI
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".
FA
FAI ADVISORS, INC.
FAI ADVISORS, INC. | FINANCIAL ARCHITECTS, INC.
CRD#: 122132 / SEC#: 801-127868
RIA
Registered Investment Advisory firm - (5/1/2023 Approved)Florida
Registered Investment Advisory firm - (5/4/2023 Terminated)Illinois
Registered Investment Advisory firm - (5/4/2023 Terminated)Michigan
Registered Investment Advisory firm - (5/4/2023 Terminated)North Carolina
Registered Investment Advisory firm - (5/26/2023 Terminated)Texas
Registered Investment Advisory firm - (5/4/2023 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
Michigan(4/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/7/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 6/30/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
FA
FAI ADVISORS, INC.
FAI ADVISORS, INC. | FINANCIAL ARCHITECTS, INC.
CRD#: 122132 / SEC#: 801-127868
RIA
Registered Investment Advisory firm - (5/1/2023 Approved)Florida
Registered Investment Advisory firm - (5/4/2023 Terminated)Illinois
Registered Investment Advisory firm - (5/4/2023 Terminated)Michigan
Registered Investment Advisory firm - (5/4/2023 Terminated)North Carolina
Registered Investment Advisory firm - (5/26/2023 Terminated)Texas
Registered Investment Advisory firm - (5/4/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
27500 Drake Rd. Suite 110, Farmington Hills, MI 48331
Mailing Address
Phone number
(248) 482-3600
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 901 |
| AUM (Assets Under Management) | $ 301,249,305 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
