RB
CFP
RB
CFP

Rutherford Bryson

24 Years of Experience
Charlotte, NC
Broker

Rutherford Bryson is a CFP-designated registered investment advisor, based in Charlotte, NC, with 24 years of industry experience.

Location

2820 Selwyn Avenue, Suite 525, Charlotte, NC, 28209

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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 Activities

Rutherford is a trustee of several family trusts, overseeing assets and determining discretionary distributions. He spends a few hours per week on this activity, meeting with family to review activities.

Employment History
Current Registrations
Cary Street PartnersBroker
August 2011 - Present · 14 yrs 9 mos
Cary Street Partners
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Genspring Charleston, LLC
December 2010 - March 2011 · 3 mos
Genspring Family Offices, LLC
October 2004 - April 2011 · 6 yrs 6 mos
Wachovia Securities, INC.Broker
April 1999 - March 2002 · 2 yrs 11 mos
State Registrations11 states
CAGAILMAMSNCNYPASCTNVA
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.
Rutherford Bryson - Financial Advisor | TrueAdvisor