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BS

Bri'ana A. Savage

TREMONT STREET ADVISORS
League City, TX 77573
Some features on this profile are disabled
CRD#: 8009685
BS

Professional summary

Bri'ana Ariel Savage is a registered financial advisor currently at TREMONT STREET ADVISORS, LLC located in League City, Texas.

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

top-8-questions

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.
TREMONT STREET ADVISORS, LLC; INVESTMENT RELATED; VP OF OPERATIONS; START DATE 01/2020; LEAGUE CITY, TX; APPROXIMATELY 75% OF TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bri'ana Ariel Savage'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®
None

Experience

Current

November 12, 2024 - Present

TREMONT STREET ADVISORS, LLC

Office #1: 4440 W Main Street, League City, TX 77573
RIA
CRD#: 172984
League City, 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
(11/12/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/7/2024
Uniform Investment Adviser Law Examination

Current Firm

TS
TREMONT STREET ADVISORS, LLC
DRDA WEALTH MANAGEMENT, LLC | TREMONT STREET ADVISORS, LLC

CRD#: 172984 / SEC#:

Louisiana
Registered Investment Advisory firm - (4/8/2024 Approved)
Texas
Registered Investment Advisory firm - (12/2/2014 Approved)
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Contact information

Main Address
4440 W Main Street, League City, TX 77573
Mailing Address
Phone number
(281) 386-3692
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts87
AUM (Assets Under Management)$ 68,974,725

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

TREMONT STREET ADVISORS, LLC

CRD#: 172984League City, TX 77573

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