BC
Bryce S. Chandler
BENTWOOD INVESTMENT ADVISORY
San Antonio, TX
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CRD#: 7640761
BC
Professional summary
Bryce Scott Chandler is a registered financial advisor currently at BENTWOOD INVESTMENT ADVISORY located in San Antonio, Texas.
Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bryce 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.
-Owner and Dentist of Chandler Dental Center- approximately 30 hours a week. -Owner of Bryce Chandler, DDS, PLLC. This is an ownership entity for his dental business and property, Chandler Dental Center. Less than one hour a month is spent on these entities. -Board member for San Antonio Academy of General Dentistry. This position is volunteer. Less than ten hours a month is spent on these entities. -Owner of Bentwood Equity Fund I, LP, Bentwood Equity Management, LLC, Bentwood Equity Fund I GP, LLC.- will be used for personal investing. Less than one hour a month is spent on these entities.
CRS (Client Relationship Summary) - RIA
Click below to view Bryce Scott Chandler'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
November 16, 2022 - Present
BENTWOOD INVESTMENT ADVISORY
RIA
CRD#: 323415
San Antonio, TX
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
Texas(11/16/2022)
Current Firm
BI
BENTWOOD INVESTMENT ADVISORY
BENTWOOD INVESTMENT ADVISORY | BENTWOOD INVESTMENT ADVISORY LLC
CRD#: 323415 / SEC#:
Texas
Registered Investment Advisory firm - (11/16/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Antonio, TX
Mailing Address
Phone number
(210) 857-6150
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 30,000,000 |
Red Flags
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