Todd Bryant
Todd Bryant is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Garden, FL, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
446 W Plant St, Suite 2, Winter Garden, FL, 34787
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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 ActivitiesSells Insurance
Todd is the CEO of Bryant Wealth Strategies, his S Corp, and an agent for Signature Wealth Partners LLC, brokering fixed insurance business. He also owns TAB Consulting LLC, which provides trivia night services to country clubs, though he doesn't personally host the trivia.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 states
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