BS
BS

Bryan Stepanian

23 Years of Experience
Miami, FL
Broker

Bryan Stepanian is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131

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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

Bryan is involved with Armbar Properties, LLC as rental real estate since 2017, dedicating minimal time. He also serves as a trustee to the Stepanian Dynasty Trust, which owns Armbar Properties, LLC, since 2015, also dedicating minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
June 2002 - September 2016 · 14 yrs 3 mos
Deutsche Bank Securities INC.Broker
May 2002 - September 2016 · 14 yrs 4 mos
State Registrations28 states
ALAZCACOCTDCDEFLGAIAILMAMDMONCNJNYOHORPAPRSDTNTXVAVirgin IslandsWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.