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Bryan Myers

Brookwood Investment Group
31 Years of Experience
Manchester, MD
Sells Insurance
View SEC Summary
View SEC Summary

Bryan Myers is a registered investment advisor at Brookwood Investment Group, based in Manchester, MD, with 31 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,506 clients with $1.3B in assets under management.

Brookwood Investment Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
3,506 clients
Average Client Portfolio
$357K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable and generally range up to 2.50% depending on portfolio size, complexity, and other factors. A technology fee of $60 per account is charged annually unless waived.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Manchester, MD

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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 ActivitiesSells Insurance

Bryan is the President and an insurance producer at Strategic Asset Management since 2015, dedicating about 10-20% of his time. He is also the Managing Director of Redwood Tax Specialists, an insurance agency, since 2020, spending about 10-20% of his time there as well.

Employment History
Current Registrations
Brookwood Investment Group
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Redwood Private Wealth
June 2021 - March 2025 · 3 yrs 9 mos
Sera Capital Management, LLC
December 2016 - July 2021 · 4 yrs 7 mos
H. Beck, INC.
July 2012 - December 2016 · 4 yrs 5 mos
H. Beck, INC.Broker
July 2012 - December 2016 · 4 yrs 5 mos
Chapin Davis Asset Management
October 2011 - June 2012 · 8 mos
Chapin, DavisBroker
April 2008 - June 2012 · 4 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2006 - April 2008 · 2 yrs 3 mos
Strategic Asset Management, LTD.
April 2005 - December 2010 · 5 yrs 8 mos
Raymond James Financial Services
July 1997 - December 2005 · 8 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 1997 - December 2005 · 8 yrs 7 mos
American Express Financial Advisors INC.Broker
October 1996 - May 1997 · 7 mos
Ids Life Insurance CompanyBroker
October 1996 - May 1997 · 7 mos
Aig Equity Sales CORP.Broker
March 1996 - October 1996 · 7 mos
Guardian Investor Services CorporationBroker
October 1995 - February 1996 · 4 mos
Calvert Securities CorporationBroker
January 1995 - February 1995 · 1 mo
American Express Financial Advisors INC.Broker
September 1994 - October 1994 · 1 mo
Ids Life Insurance CompanyBroker
September 1994 - October 1994 · 1 mo
State Registrations1 state
MD
Advisor

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.
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