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Bryan Davis

31 Years of Experience
Murrysville, PA
5 DisclosuresBrokerSells Insurance

Bryan Davis is a registered investment advisor at Cetera Investment Advisers LLC, based in Murrysville, PA, with 31 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3875 Franklintowne Ct Ste 130, Murrysville, PA, 15668

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History

Regulatory History (5)
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
December 2023
Customer Dispute
April 2021
Settled
Financial
August 2020
Final
Customer Dispute
June 2010
Denied
Customer Dispute
January 2005
Denied
Other Business ActivitiesSells Insurance

Bryan operates "The Advisors, LLC" providing financial services since 2005, dedicating a full-time commitment to this role. He also works as an insurance agent selling life, health, disability, and long-term care insurance, and owns an office building with Linda Davis, spending minimal time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
April 2021 - March 2024 · 2 yrs 11 mos
LPL Financial LLC
July 2018 - April 2021 · 2 yrs 9 mos
The Advisors LLC
October 2001 - September 2011 · 9 yrs 11 mos
LPL Financial LLCBroker
August 2001 - April 2021 · 19 yrs 8 mos
Jefferson Pilot Securities CorporationBroker
July 2000 - August 2001 · 1 yr 1 mo
Polaris Financial Services, INC.Broker
March 1999 - July 2000 · 1 yr 4 mos
American Express Service CorporationBroker
August 1994 - December 1994 · 4 mos
American Express Financial Advisors INC.Broker
April 1994 - March 1999 · 4 yrs 11 mos
Ids Life Insurance CompanyBroker
April 1994 - March 1999 · 4 yrs 11 mos
State Registrations25 states
ALAZCACODCDEFLGAIDILINMIMTNCNJNYOHPARISCTXVAWAWIWV
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.
Bryan Davis - Financial Advisor | TrueAdvisor