BM
Bryan Muir
IA PRIVATE WEALTH (USA)
Calgary, T2E 7S7
CRD#: 8141511
Some features on this profile are disabled
BM
Bryan MuirIA PRIVATE WEALTH (USA)
Professional summary
Bryan Muir is a registered financial advisor currently at IA PRIVATE WEALTH (USA) INC. .
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Bryan has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Muir'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
September 15, 2025 - Present
IA PRIVATE WEALTH (USA) INC.
Office #1: 2816 11 Street Ne Suite 206, Calgary, T2E 7S7RIA
CRD#: 322127
Calgary,
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".
IP
IA PRIVATE WEALTH (USA) INC.
IA PRIVATE WEALTH (USA) INC.
CRD#: 322127 / SEC#: 801-126039
RIA
Registered Investment Advisory firm - (7/13/2022 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
Texas(9/15/2025)
Current Firm
IP
IA PRIVATE WEALTH (USA) INC.
IA PRIVATE WEALTH (USA) INC.
CRD#: 322127 / SEC#: 801-126039
RIA
Registered Investment Advisory firm - (7/13/2022 Approved)Loading...
Contact information
Main Address
26 Wellington St. East Suite 700, Toronto, Ontario, M5E 1S2
Mailing Address
Phone number
+1 (855) 999-2081
Established
Firm type
Fiscal year end
# of Employees
126
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 183 |
| AUM (Assets Under Management) | $ 95,781,457 |
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.
