Bryan Trochessett is a registered investment advisor at San Blas Capital, LLC, based in Port St. Joe, FL, with 24 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 37 clients with $22M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Port St. Joe, FL
Get directionsHistory
Regulatory History
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 →Other Business Activities
Bryan is the owner and loan originator for Bayview Home Financing, LLC, a mortgage brokerage, since 2019. He spends a few hours per week helping people obtain home loans.
Employment History
Current Registrations
San Blas Capital, LLC
Previous Registrations
Money Professionals, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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.