RB
Richard G. Bryan
BRYAN ADVISORY SERVICES
Canonsburg, PA 15317
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CRD#: 807467
RB
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.
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Richard George Bryan JR'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®
NoneExperience
Current
April 2, 2013 - Present
BRYAN ADVISORY SERVICES, LLC
Office #1: 125 Technology Drive Suite 105, Canonsburg, PA 15317RIA
CRD#: 153659
Canonsburg, PA
Past
December 5, 1985 - November 1, 2019
BRYAN FUNDING, INC.
BD
CRD#: 11899
SEWICKLEY, PA
Past
October 17, 1985 - December 31, 1987
MANAGED INVESTMENTS, INC.
BD
CRD#: 2640
Past
October 4, 1985 - December 13, 1994
PITTSBURGH FINANCIAL PLANNERS, INC.
BD
CRD#: 14155
MCMURRAY, PA
Past
May 2, 1975 - September 23, 1981
FIRST JERSEY SECURITIES, INC.
BD
CRD#: 6621
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 - (5/23/2019 Approved)Pennsylvania
Registered Investment Advisory firm - (6/5/2024 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
Pennsylvania(4/2/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 00
Date: 4/21/1975
General Securities Principal ExaminationCurrent 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 - (5/23/2019 Approved)Pennsylvania
Registered Investment Advisory firm - (6/5/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Technology Drive Suite 105, Canonsburg, PA 15317
Mailing Address
Phone number
(724) 746-4004
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 2,036,212 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
