CB
CB
Charles Bryant
17 Years of Experience
Sarasota, FL
2 Disclosures
Charles Bryant is a registered investment advisor at Advanced Wealth Management, based in Sarasota, FL, with 17 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 176 clients with $100M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$103.7M
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Location
1990 Main Street, Suite 750, Sarasota, FL, 34234
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
September 2023Employment Separation After Allegations
October 2013Other Business Activities
Charles operates Lone Star Wealth Management as a DBA for his LPL business, dedicating about 10-20% of his time. He also has outside W-2 employment with The Consigliere Group, spending minimal time on this activity.
Employment History
Current Registrations
Advanced Wealth Management
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
LPL Financial LLC
May 2019 - October 2023 · 4 yrs 5 mos
LPL Financial LLCBroker
April 2019 - October 2023 · 4 yrs 6 mos
Fsc Securities Corporation
October 2014 - May 2019 · 4 yrs 7 mos
Fsc Securities CorporationBroker
September 2014 - May 2019 · 4 yrs 8 mos
Mutual of Omaha Investor Services, INC.
April 2014 - September 2014 · 5 mos
Mutual of Omaha Investor Services, INC.Broker
January 2014 - September 2014 · 8 mos
J.P. Morgan Securities LLCBroker
October 2013 - October 2013 · 0 mos
Suntrust Investment Services, INC.
July 2008 - October 2013 · 5 yrs 3 mos
Suntrust Investment Services, INC.Broker
April 2008 - October 2013 · 5 yrs 6 mos
Morgan Stanley & CO., IncorporatedBroker
November 2007 - February 2008 · 3 mos
State Registrations1 state
FL
Advisor
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.