KB
KB

Keith Bryant

38 Years of Experience
Denver, CO
Broker

Keith Bryant is a registered investment advisor at Raymond James & Associates, INC., based in Denver, CO, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4643 South Ulster Street, Suite 1350, Denver, CO, 80237

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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.

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Other Business Activities

Keith is an officer (Treasurer) of the National German Shorthaired Pointer Assoc, a non-profit organization, since March 2023. He dedicates a few hours per week to this role, handling treasurer responsibilities.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLC
September 2004 - November 2023 · 19 yrs 2 mos
RBC Capital Markets, LLCBroker
September 2004 - November 2023 · 19 yrs 2 mos
UBS Financial Services INC.
January 1999 - October 2004 · 5 yrs 9 mos
UBS Financial Services INC.Broker
March 1998 - October 2004 · 6 yrs 7 mos
Smith Barney INC.Broker
July 1993 - April 1998 · 4 yrs 9 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
November 1987 - April 1988 · 5 mos
State Registrations37 states
AKARAZCACOCTFLGAIAIDILKSKYLAMAMIMNMOMTNDNENMNVNYOHOKORPARISCSDTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Keith Bryant - Financial Advisor | TrueAdvisor