BC
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Bryan Carpenter

15 Years of Experience
Broker

Bryan Carpenter is a registered investment advisor at Allspring Funds Management, LLC, based in Boston, MA, with 15 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,065 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
86 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.

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Location

101 Seaport Blvd, 11th Floor, Boston, MA, 02210

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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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Employment History
Current Registrations
Allspring Funds Management, LLC
August 2022 - Present · 3 yrs 8 mos
Allspring Funds Distributor, LLCBroker
August 2022 - Present · 3 yrs 8 mos
Allspring Funds Distributor, LLC
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
Natixis Advisors, LLC
October 2014 - July 2022 · 7 yrs 9 mos
Natixis Distribution, LLCBroker
September 2014 - July 2022 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - January 2013 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - January 2013 · 3 yrs 3 mos
Banc of America Investment Services, INC.
June 2009 - October 2009 · 4 mos
Banc of America Investment Services, INC.Broker
November 2008 - October 2009 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bryan Carpenter - Financial Advisor | TrueAdvisor