Bryce Carey, financial advisor Fairport NY
90 score

Bryce Carey

CRD Number: 5547015
Current Firm: Wall Street Financial Group, Inc.

Bryce Carey (CRD# 5547015) is an Investment Advisor Representative working at Wall Street Financial Group, Inc. in Fairport, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wall Street Financial Group, Inc. Fairport, NY Jul 2011 - Current 5
High Falls Advisors Rochester, NY Jan 2011 - Current 5
Ensemble Financial Services Pittsford, NY May 2008 - Jul 2011 3
Jp Morgan Chase Rochester, NY Apr 2007 - May 2008 1
Hick's And Mccarthy's Resturant Pittsford, NY Jan 2007 - Jun 2007 < 1
Suny Potsdam's Crumb Library Potsdam, NY Sep 2005 - Dec 2006 1
Suny Potsdam's Physical Plant Potsdam, NY Sep 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Bryce P. Carey
Phone Number: 585-267-8000
Firm Website: https://www.wsfg.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    448
    MILLIONS
  • Total Number of Accounts
    2,408
    ACCOUNTS
  • Average Account Value
    $186,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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