BS
BS

Bryan Sherwood

15 Years of Experience
St Louis, MO
Broker

Bryan Sherwood is a registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 15 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4171 Crescent Dr, Suite 200, St Louis, MO, 63129

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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 an operations manager for Wealth Plan Advisors Group, a financial services firm, since 2016. This requires a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
July 2016 - March 2024 · 7 yrs 8 mos
LPL Financial LLCBroker
December 2010 - February 2016 · 5 yrs 2 mos
State Registrations2 states
MOWI
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.
Bryan Sherwood - Financial Advisor | TrueAdvisor