Bryan Bertani
Bryan Bertani is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Joliet, IL, with 12 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
990 Essington Rd, Joliet, IL, 60435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bryan owns BTO Property Holdings LLC, a rental real estate business, dedicating minimal time to it. He is also an associate/employee at Elevate Private Wealth Management, working there about half his time as a financial planner.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations14 states
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