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Richard George Bryan Jr

BRYAN ADVISORY SERVICES
CANONSBURG, PA
·CRD# 807467·51 years experience

Professional Summary

Richard George Bryan JR is a registered financial advisor currently at BRYAN ADVISORY SERVICES, LLC located in Canonsburg, Pennsylvania. Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. Richard has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 00 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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

51 years in the financial services industry

Current & Past Employments

BRYAN ADVISORY SERVICES, LLC·CRD# 153659
RIA
125 Technology Drive Suite 105, Canonsburg, PA 15317
April 9, 2026 - Present
BRYAN ADVISORY SERVICES, LLC·CRD# 153659
RIA
Canonsburg, PA
April 2, 2013 - December 31, 2025
BRYAN FUNDING, INC.·CRD# 11899
BD
Sewickley, PA
December 5, 1985 - November 1, 2019
MANAGED INVESTMENTS, INC.·CRD# 2640
BD
October 17, 1985 - December 31, 1987
PITTSBURGH FINANCIAL PLANNERS, INC.·CRD# 14155
BD
Mcmurray, PA
October 4, 1985 - December 13, 1994
FIRST JERSEY SECURITIES, INC.·CRD# 6621
BD
May 2, 1975 - September 23, 1981

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Current Firm

BA
BRYAN ADVISORY SERVICES, LLC

BRYAN & BRYAN, GENERAL PARTNERS | VESCIO ASSET MANAGEMENT, LLC | RIDGEWOOD HEIGHTS DEVELOPMENT LLC | DISCOVERY OIL AND GAS LLC | BRYMONE MANAGEMENT INC | BRYAN INVESTMENT GROUP, INC. | BRYAN INVESTMENT GROUP OR VESCIO ASSET MANAGEMENT LLC | BRYAN FUNDING, INC. | BRYAN ENERGY MANAGEMENT, LLC | BRYAN ADVISORY SERVICES, LLC

CRD#: 153659 / SEC#: 801-116672
RIA
Registered Investment Advisory firm - SEC (5/23/2019 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (6/15/2026 Approved)

Contact Information

Main Address

125 Technology Drive Suite 105, Canonsburg, PA 15317

Phone Number

(724) 746-4004

# of Employees

1

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRYAN ADVISORY SERVICES, LLC BROCHURE (6/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

20

AUM (Assets Under Management)

$2,404,583

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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.

BRYAN INVESTMENT GROUP, INC. 125 TECHNOLOGY DR, SUITE 105 CANONSBURG, PA 15317 PRESIDENT 100% OWNERSHIP, 100 HOURS PER MONTH START DATE: 03/2015 HOLDING COMPANY FOR ALL NON INVESTMENT SUBSIDIARIES, BRYAN ENERGY MANAGEMENT, LLC AND DISCOVERY OIL AND GAS, LLC. BRYAN ENERGY MANAGEMENT, LLC 125 TECHNOLOGY DR, SUITE 105 CANONSBURG, PA 15317 PRESIDENT 100% OWNERSHIP, 20 HOURS PER MONTH START DATE: 8/2009 NON INVESTMENT RELATED LIMITED LIABILITY COMPANY WHICH IS THE MANAGING GENERAL PARTNER FOR THE BRYAN ENERGY LIMITED PARTNERSHIPS. DISCOVERY OIL AND GAS, LLC 125 TECHNOLOGY DR, SUITE 105 CANONSBURG, PA 15317 PRESIDENT 90% OWNERSHIP, 80 HOURS PER MONTH START DATE: 9/2004 NON INVESTMENT RELATED LIMITED LIABILITY COMPANY WHICH IS THE DRILLING COMPANY AND OPERATOR FOR THE BRYAN ENERGY PARTNERSHIPS OIL AND GAS WELLS. BRYAN & BRYAN, GENERAL PARTNERS 125 TECHNOLOGY DR, SUITE 105 CANONSBURG, PA 15317 CO-PRESIDENT 50% OWNERSHIP, 1 HOUR PER MONTH START DATE: 5/1981 NON INVESTMENT RELATED COMPANY MANAGING GENERAL PARTNER FOR BRYAN LIMITED PARTNERSHIPS FROM 1981 THRU 2008. BRYMONE MANAGEMENT, INC 125 TECHNOLOGY DR, SUITE 105 CANONSBURG, PA 15317 NON COMPENSATED MANAGING PRESIDENT 100% OWNERSHIP BY VIRGINIA BRYAN, 1 HOUR PER MONTH START DATE: 1971 NON INVESTMENT RELATED COMPANY WHICH IS THE MANAGING GENERAL PARTNER FOR BRYMONE WELLS DRILLED FROM 1971 THRU 1979. RIDGEWOOD HEIGHTS DEVELOPMENT, LLC 30 RIDGEWOOD DR MCDONALD, PA 15057-4444 MANAGING PARTNER 33% OWNERSHIP, 8 HOURS PER MONTH START DATE: 1989 NON INVESTMENT RELATED COMPANY FOCUSING ON LAND DEVELOPMENT.

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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".
BA
BRYAN ADVISORY SERVICES, LLC

BRYAN & BRYAN, GENERAL PARTNERS | VESCIO ASSET MANAGEMENT, LLC | RIDGEWOOD HEIGHTS DEVELOPMENT LLC | DISCOVERY OIL AND GAS LLC | BRYMONE MANAGEMENT INC | BRYAN INVESTMENT GROUP, INC. | BRYAN INVESTMENT GROUP OR VESCIO ASSET MANAGEMENT LLC | BRYAN FUNDING, INC. | BRYAN ENERGY MANAGEMENT, LLC | BRYAN ADVISORY SERVICES, LLC

CRD#: 153659 / SEC#: 801-116672
RIA
Registered Investment Advisory firm - SEC (5/23/2019 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (6/15/2026 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
Pennsylvania
(4/9/2026)

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 63 — Uniform Securities Agent State Law Examination

Passed Sep 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1985About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 1985About the Series 24 exam

Series 00 — General Securities Principal Examination

Passed Apr 1975

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CRS (Client Relationship Summary) - RIA

Click below to view Richard George Bryan JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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