SB
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Sean Bryant

25 Years of Experience
Long Beach, CA
1 DisclosureBroker

Sean Bryant is a registered investment advisor at Ameriprise Financial Services, LLC, based in Long Beach, CA, with 25 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

3900 Kilroy Airport Way, Ste 190, Long Beach, CA, 90806-6815

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History

Regulatory History (1)
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Criminal
February 1990
Final Disposition
Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2021 - Present · 4 yrs 5 mos
Ameriprise Financial Services, LLC
December 2021 - Present · 4 yrs 5 mos
Ameriprise Financial Services, LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2012 - November 2021 · 9 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
May 2012 - November 2021 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - May 2012 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - May 2012 · 2 yrs 7 mos
Banc of America Investment Services, INC.
March 2004 - October 2009 · 5 yrs 7 mos
Banc of America Investment Services, INC.Broker
October 2003 - October 2009 · 6 yrs
Citicorp Investment ServicesBroker
February 2003 - September 2003 · 7 mos
Cal Fed InvestmentsBroker
June 2000 - February 2003 · 2 yrs 8 mos
State Registrations9 states
AZCACOINKSNETXVAWA
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.
Sean Bryant - Financial Advisor | TrueAdvisor