Bryan C. Overmyer

ANT MONEY ADVISORS

NEWPORT BEACH, CA 92660

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CRD#: 7851000

Professional summary

Bryan Cole Overmyer is a registered financial advisor currently at ANT MONEY ADVISORS located in Newport Beach, California.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Bryan 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.

1. Disneyland Resort, Not investment-related; Address: 1313 South Harbor Blvd. Anaheim, CA 92802; Part-time performer; Start date: 2/26/2006. My position as a performer is strictly entertainment-based; duties include wearing costumes and portraying atmosphere characters in a theme park setting. 8-16 hours a week. Work is done in the evenings or on weekends, meaning no work is done during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Cole Overmyer'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

April 2, 2024 - Present

ANT MONEY ADVISORS

Office #1: 1600 Dove Street Suite 480, Newport Beach, CA 92660

RIA

CRD#: 308481

NEWPORT BEACH, CA

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".

ANT MONEY ADVISORS

ANT MONEY | ATM.COM, INC. | ANT MONEY ADVISORS, LLC | ANT MONEY ADVISORS

CRD#: 308481 / SEC#: 801-118951

RIA

Registered Investment Advisory firm - (6/22/2020 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

California
(4/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/2/2024

Uniform Investment Adviser Law Examination

Current Firm

ANT MONEY ADVISORS

ANT MONEY | ATM.COM, INC. | ANT MONEY ADVISORS, LLC | ANT MONEY ADVISORS

CRD#: 308481 / SEC#: 801-118951

RIA

Registered Investment Advisory firm - (6/22/2020 Approved)

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Contact information

Main Address

1600 Dove Street Suite 480, Newport Beach, CA 92660

Mailing Address

P.o. Box 7475, Newport Beach, CA 92658-9998

Phone number

(949) 629-4210

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANT MONEY ADVISORS ADV BROCHURE (2/12/2024)

ANT MONEY WRAP BROCHURE (2/12/2024)

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 607

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/29/2023	Cover Page	Report
01/31/2023	Cover Page	Report

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.

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Bryan C. Overmyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Cole Overmyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANT MONEY ADVISORS

Primary Firm SEC Registration

ANT MONEY ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2024

Current Firm

ANT MONEY ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ANT MONEY ADVISORS

TRUST BUT VERIFY

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