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BV

Bailey A. Vance

CANTERBURY CAPITAL WEALTH MANAGEMENT
TUSCALOOSA, AL 35406
Some features on this profile are disabled
CRD#: 7911216
BV

Professional summary

Bailey Alexander Vance is a registered financial advisor currently at CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC located in Tuscaloosa, Alabama.

Bailey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Bailey has worked at 2 firms and has passed the Series 66, Series 7TO 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bailey Alexander Vance'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

March 5, 2026 - Present

CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

Office #1: 302 Merchants Walk Suite 250, Tuscaloosa, AL 35406
RIA
CRD#: 337758
TUSCALOOSA, AL
Past

August 19, 2025 - September 2, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
TUSCALOOSA, AL

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
Alabama
(3/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/19/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/19/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/7/2025
Securities Industry Essentials Examination

Current Firm

CC
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 337758 / SEC#: 801-134168

RIA
Registered Investment Advisory firm - (8/15/2025 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Tuscaloosa, AL
Mailing Address
Phone number
(205) 534-1310
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (8 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

DISCLOSURE BROCHURE FOR CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC (7/14/2025)
0

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

CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 337758Tuscaloosa, AL 35406

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