Bryan Carey, financial advisor Quincy MA

Bryan Carey

CRD Number: 5996895
Current Firm: Ameriprise Financial Services, LLC

Bryan Carey (CRD# 5996895) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Quincy, MA and has over 12 years of experience in the finance industry.

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Ameriprise Financial Services, LLC
Company Name Location Dates Years
Ameriprise Financial Services LLC Quincy, MA May 2022 - Current 2
Citizens Securities, Inc. N Quincy, MA Jun 2015 - May 2022 6
Santander Securities LLC Guaynabo, PR Sep 2012 - Jun 2015 2
Sovereign Bank Na Boston, MA Aug 2012 - Jun 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Bryan T. Carey
Phone Number: 612-671-3131
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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