Richard G. Bryan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Richard George Bryan JR was a registered financial professional .
Richard is a previously registered financial professional and started their career in finance in 1975. Richard had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 2, 2013 - December 31, 2025
BRYAN ADVISORY SERVICES, LLC
December 5, 1985 - November 1, 2019
BRYAN FUNDING, INC.
October 17, 1985 - December 31, 1987
MANAGED INVESTMENTS, INC.
October 4, 1985 - December 13, 1994
PITTSBURGH FINANCIAL PLANNERS, INC.
May 2, 1975 - September 23, 1981
FIRST JERSEY SECURITIES, INC.
Primary Firm SEC Registration
BRYAN ADVISORY SERVICES, LLC
CRD#: 153659 / SEC#: 801-116672
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 00
Date: 4/21/1975
General Securities Principal ExaminationCurrent Firm
BRYAN ADVISORY SERVICES, LLC
CRD#: 153659 / SEC#: 801-116672
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 2,404,583 |
Red Flags
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