Anthony Lourido

CFA

Bison Wealth, LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth

Bison Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

3,152 clients

Average Client Portfolio

$873K average

Assets Under Management

$2.8B

Fee Structure

Location

3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Bison Wealth, LLC

February 2025 - Present · 1 yr

Previous Registrations

Merrill Lynch Pierce Fenner & Smith INC.

September 2004 - October 2005 · 1 yr 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.