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Erik James Bryan

OXENFREE FINANCIAL
MELBOURNE, FL
·CRD# 8047308·1 year experience

Professional Summary

Erik James Bryan, who also goes by Erik Bryan, is a registered financial advisor currently at OXENFREE FINANCIAL located in Melbourne, Florida. Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Erik has worked at 1 firm and has passed the Series 65 and Series 66 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Erik Bryan

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

OXENFREE FINANCIAL·CRD# 327105
RIA
1900 S. Harbor City Blvd. Ste. 111, Melbourne, FL 32901-4725
April 16, 2025 - Present

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Current Firm

OF
OXENFREE FINANCIAL

OXENFREE CAPITAL LLC | OXENFREE FINANCIAL

CRD#: 327105 / SEC#: 801-128275
RIA
Registered Investment Advisory firm - SEC (7/6/2023 Approved)

Contact Information

Main Address

1900 S. Harbor City Blvd. Ste. 111, Melbourne, FL 32901-4725

Phone Number

(321) 722-7882

# of Employees

8

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OXENFREE FINANCIAL ADV BROCHURE (6/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,983

AUM (Assets Under Management)

$249,778,714

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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.

NAME OF OTHER BUSINESS: 1. NAME OF OTHER BUSINESS: VARIOUS INSURANCE COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED BRANCH, NATURE OF BUSINESS:INSURANCE, POSITION/TITLE/RELATIONSHIP: AGENT, START DATE: 01/20/2026, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS:VARIES, BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED LIFE AND ANNUITIES; 2. BREVARD STRING ACADEMY, NOT INVESTMENT RELATED, ADDRESS: 2558 KEFAUVER ST, MELBOURNE, FL 32935, NATURE OF BUSINESS: PRIVATE MUSIC INSTRUCTION, START DATE: 05/22/2020, APX NUMBER OF HOURS PER WEEK: 20, 5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OWNER-OPERATOR; 3. EQUITY ADVISORS, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 1/2026. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS TO INVESTMENT ADVISER FOR SPECIALIZED TAX-RELATED STRATEGIES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT PROVIDE INVESTMENT, TAX, OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM; 4. TAX STRATEGIES MARKETING, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 1/2026. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS FOR ADVANCED TAX STRATEGY SERVICES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT STRUCTURE OR EXPLAIN STRATEGIES AND DOES NOT PROVIDE TAX OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM.

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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".
OF
OXENFREE FINANCIAL

OXENFREE CAPITAL LLC | OXENFREE FINANCIAL

CRD#: 327105 / SEC#: 801-128275
RIA
Registered Investment Advisory firm - SEC (7/6/2023 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.
IAR
Florida
(4/16/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2025About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Feb 2025About the Series 66 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Erik James Bryan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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