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BT

Bryson R. Tayes

SAGESPRING WEALTH PARTNERS
Brentwood, TN 37027
Some features on this profile are disabled
CRD#: 7738786
BT

Professional summary

Bryson Roy Tayes, who also goes by Bryson Tayes, is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Brentwood, Tennessee.

Bryson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Bryson has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryson Tayes

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryson Roy Tayes's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 26, 2024 - Present

SAGESPRING WEALTH PARTNERS

Office #1: 12 Cadillac Drive, Suite 100, Brentwood, TN 37027
RIA
CRD#: 283515
Brentwood, 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".
SW
SAGESPRING WEALTH PARTNERS
SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP

CRD#: 283515 / SEC#: 801-107971

RIA
Registered Investment Advisory firm - (7/6/2016 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
Tennessee
(9/26/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/23/2024
Uniform Investment Adviser Law Examination

Current Firm

SW
SAGESPRING WEALTH PARTNERS
SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP

CRD#: 283515 / SEC#: 801-107971

RIA
Registered Investment Advisory firm - (7/6/2016 Approved)
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Contact information

Main Address
801 Crescent Centre Drive Suite 600, Franklin, TN 37067
Mailing Address
Phone number
(615) 861-6100
Established
Firm type
Fiscal year end
# of Employees
180

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAGESPRING WEALTH PARTNERS - FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts10,811
AUM (Assets Under Management)$ 6,485,071,326

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.

Company Information

SAGESPRING WEALTH PARTNERS

CRD#: 283515Brentwood, TN 37027

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