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Steven Bryant

7 Years of Experience
Annapolis, MD

Steven Bryant is a registered investment advisor at Synergy Divorce Solutions, based in Annapolis, MD, with 7 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Minimum Investment:$250K

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1997 Annapolis Exchange, Suite 300, Annapolis, MD, 21014

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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
Synergy Divorce Solutions
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Lisa N. Clarke CPA LLC
August 2016 - December 2018 · 2 yrs 4 mos
State Registrations1 state
MD
Advisor

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.