BC
BC

Bryan Carpenter

16 Years of Experience
Cumberland, RI
Broker

Bryan Carpenter is a registered investment advisor at Allspring Funds Management, LLC, based in Cumberland, RI, with 16 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 10,118 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
85 advisors
Number of Clients
10,118 clients
Average Client Portfolio
$32.1M average
Assets Under Management
$324.7B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees are negotiated with each managed account program sponsor and client, generally falling within a range of 0.06% to 0.75% of assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Cumberland, RI

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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 · 4 yrs 2 mos
Allspring Funds Distributor, LLCBroker
August 2022 - Present · 4 yrs 2 mos
Allspring Funds Distributor, LLC
August 2022 - Present · 4 yrs 2 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

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.
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