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Richard Bryan

Bryan Advisory Services, LLC
47 Years of Experience
Canonsburg, PA
2 Disclosures
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Richard Bryan is a registered investment advisor at Bryan Advisory Services, LLC, based in Canonsburg, PA, with 47 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 20 clients with $2.4M in assets under management.

Bryan Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
20 clients
Average Client Portfolio
$120K average
Assets Under Management
$2.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $8.0M0.75%
$8M+0.50%

Duties not including asset allocation have a minimum annual rate of 0.30%. Pension consulting charged at an annual rate of 0.10%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

125 Technology Drive, Suite 105, Canonsburg, PA, 15317

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 1998
Final
Regulatory
September 1987
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bryan Advisory Services, LLC
April 2026 - Present · 6 mos
Previous Registrations
Bryan Advisory Services, LLC
April 2013 - December 2025 · 12 yrs 8 mos
Bryan Funding, INC.Broker
December 1985 - November 2019 · 33 yrs 11 mos
Managed Investments, INC.Broker
October 1985 - December 1987 · 2 yrs 2 mos
Pittsburgh Financial Planners, INC.Broker
October 1985 - December 1994 · 9 yrs 2 mos
First Jersey Securities, INC.Broker
May 1975 - September 1981 · 6 yrs 4 mos
State Registrations1 state
PA
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.
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