Bryan Carpenter, financial advisor Boston MA
93 score

Bryan Carpenter

CRD Number: 5598483
Current Firm: Ngam Advisors, LP

Bryan Carpenter (CRD# 5598483) is an Investment Advisor Representative working at Ngam Advisors, LP in Boston, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Natixis Global Asset Management Boston, MA Sep 2014 - Current 2
U.s. Trust, Bank Of America Providence, RI Dec 2012 - Aug 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Oct 2009 - Dec 2012 3
Banc Of America Investment Services, Inc. Boston, MA Jun 2008 - Oct 2009 1
Bank Of America, N.a. Boston, MA Sep 2006 - Jun 2008 1
Citizens Bank Warwick, RI Mar 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Bryan D. Carpenter
Phone Number: 617-449-2813
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,463
    MILLIONS
  • Total Number of Accounts
    20,085
    ACCOUNTS
  • Average Account Value
    $819,670
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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