BP
BP

Bryan Polanski

5 Years of Experience
Gainesville, GA
Broker

Bryan Polanski is a registered investment advisor at Cetera Investment Advisers LLC, based in Gainesville, GA, with 5 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

5492 Key Point, Gainesville, GA, 30504

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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 works as a sales assistant for Georgia Wealth Advisors, a financial services firm, dedicating full-time hours to this role. He also works full-time as Director of Sales for American Health Imaging, a medical equipment company.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLC
February 2021 - Present · 5 yrs 5 mos
Cetera Wealth Services, LLCBroker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
State Registrations1 state
GA
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 Polanski - Financial Advisor | TrueAdvisor