Bryan Weisman, financial advisor Fort Wayne IN
88 score

Bryan Weisman

CRD Number: 6125436
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bryan Weisman (CRD# 6125436) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Wayne, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Fort Wayne, IN Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Wayne, IN Sep 2014 - Current 2
Unemployed Fort Wayne, IN May 2014 - Sep 2014 < 1
Creative Financial Designs Kokomo, IN Jan 2014 - May 2014 < 1
Purdue University West Lafayette, IN Aug 2010 - May 2014 3
Morgan Stanley Wealth Management Lafayette, IN Aug 2013 - Dec 2013 < 1
Ash Brokerage Fort Wayne, IN May 2013 - Aug 2013 < 1
Morgan Stanley Wealth Management Lafayette, IN Aug 2012 - May 2013 < 1
Logikos Fort Wayne, IN May 2012 - Aug 2012 < 1
Lawrence Building Corp. Fort Wayne, IN Jul 2011 - Aug 2011 < 1
Bob Mutton Party Rental Fort Wayne, IN May 2011 - Jul 2011 < 1
Momper Insulation Fort Wayne, IN Nov 2008 - Aug 2010 1
Ipfw Fort Wayne, IN Aug 2009 - May 2010 < 1
Bishop Dwenger High School Fort Wayne, IN Aug 2005 - May 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Bryan R. Weisman
Phone Number: 800-637-7455
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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