BS
CFP
BS
CFP

Bryant Saydah

31 Years of Experience
Broker

Bryant Saydah is a CFP-designated registered investment advisor at RBC Securities, INC., based in Los Angeles, CA, with 31 years of industry experience. Bryant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,451 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
121 advisors
Number of Clients
1,451 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$500

RBC Securities offers a wrap fee program where you pay a single bundled fee that covers portfolio management, transaction costs, and custodial services. The fee is based on the market value of your account.

For Moderate Growth & Income, Growth & Income, Capital Growth, and Aggressive Capital Growth strategies:

  • 1.25% annually on the first $1,000,000
  • 1.00% annually on assets over $1,000,000

For Diversified Fixed Income and Conservative Growth & Income strategies:

  • 0.80% annually on the first $1,000,000
  • 0.65% annually on assets over $1,000,000

There is a $500 minimum annual fee. These fees are negotiable in certain circumstances.

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Location

555 South Flower Street, 11th Floor, Los Angeles, CA, 90071

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
RBC Securities, INC.
March 2020 - Present · 6 yrs 1 mo
RBC Securities, INC
March 2020 - Present · 6 yrs 1 mo
RBC Securities, INCBroker
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
November 2017 - March 2020 · 2 yrs 4 mos
J.P. Morgan Securities LLCBroker
August 2016 - March 2020 · 3 yrs 7 mos
Concept Capital Trading LLCBroker
June 2012 - September 2012 · 3 mos
Concept Capital Markets, LLCBroker
January 2012 - September 2015 · 3 yrs 8 mos
Sanders Morris Harris INC.Broker
February 2004 - December 2011 · 7 yrs 10 mos
Wedbush Morgan Securities INC.Broker
October 2002 - January 2004 · 1 yr 3 mos
Banc of America Securities LLCBroker
March 1999 - August 2002 · 3 yrs 5 mos
Jwgenesis Capital Markets LLCBroker
July 1996 - February 1999 · 2 yrs 7 mos
Robertson, Stephens & Company LLCBroker
September 1995 - February 1996 · 5 mos
Charles Schwab & CO., INC.Broker
January 1993 - August 1995 · 2 yrs 7 mos
State Registrations51 states
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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.
Bryant Saydah - Financial Advisor | TrueAdvisor