BB
CFP
BB
CFP

Baylee Ann Bryant

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
14,417 clients
Average Client Portfolio
$734K average
Assets Under Management
$10.6B

Fee Structure

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Location

2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009

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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 ActivitiesSells Insurance

Baylee is an Investment Advisor Representative (IAR) with Merit Financial Group, dedicating full-time hours to serving clients. Baylee also works as an insurance agent selling fixed/traditional insurance products, spending a few hours per week on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 6 mos
Merit Financial Advisors
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLC
March 2022 - February 2023 · 11 mos
LPL Financial LLCBroker
February 2022 - August 2024 · 2 yrs 6 mos
State Registrations13 states
AZCAIDMAMEMIMTNVNYOKORUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Baylee Ann Bryant - Financial Advisor | TrueAdvisor