Bryan Anthony Richardson

Advisor Share Wealth Management, LLC

35 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Share Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

963 clients

Average Client Portfolio

$192K average

Assets Under Management

$185.2M

Fee Structure

Minimum Investment:$25K

Location

127 E Michigan Street #120, Indinapolis, IN, 46204

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

April 2017

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bryan is a self-employed insurance agent providing life and health insurance products, dedicating about a quarter of his time to this business. Bryan is also a 50% partner in ReLegacy Properties I & II, spending minimal time collecting rent and managing tenants.

Employment History

Current Registrations

Advisor Share Wealth Management, LLC

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Ebh Securities, INC.Broker

February 1995 - April 2024 · 29 yrs 2 mos

Cantella & CO., INC.Broker

September 1994 - December 1994 · 3 mos

Bowers, Thompson & CO., INC.Broker

April 1994 - April 1994 · 0 mos

G. R. Phelps & CO., INC.Broker

October 1991 - February 1994 · 2 yrs 4 mos

Bowers, Thompson & CO., INC.Broker

September 1991 - October 1991 · 1 mo

Thurston, Springer, Miller & Herd, INC.Broker

January 1991 - July 1991 · 6 mos

New England SecuritiesBroker

October 1990 - December 1990 · 2 mos

Monarch Securities, INC.Broker

November 1989 - October 1990 · 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.