TrueAdvisor
TrueAdvisor
BS
BS

Brett Howard Schryer

Macquarie Investment Management Business Trust
12 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Macquarie Investment Management Business Trust
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Financial Planning:Investment management only

Location

610 Market Street, Philadelphia, PA, 19106

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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
Macquarie Investment Management Business Trust
June 2023 - Present · 2 yrs 8 mos
Delaware Distributors, L.P.
February 2023 - Present · 3 yrs
Delaware Distributors, L.P.Broker
February 2023 - Present · 3 yrs
Previous Registrations
Pacer Financial, INC.Broker
September 2019 - February 2023 · 3 yrs 5 mos
Jackson National Life Distributors LLCBroker
September 2013 - October 2019 · 6 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.