Bryant LehrCRD Number: 3088952
Current Firm: Vanguard Advisers Inc.
Bryant Lehr (CRD# 3088952) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 18 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|The Vanguard Group Inc.||Malvern, PA||Apr 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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