BD
CFP · ChFC
BD
CFP · ChFC

Bryan Richard Dearolf

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,051 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.6B

Fee Structure

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Location

5540 Centerview Drive, Ste 418, Raleigh, NC, 27606

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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 teacher at Cary Christina School since August 2023, teaching personal finance. This requires minimal time commitment.

Employment History
Current Registrations
Mariner Independent
September 2025 - Present · 5 mos
Previous Registrations
Cwm, LLC
May 2023 - September 2025 · 2 yrs 4 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.