Bryan Stretton, financial advisor Rockville MD
88 score

Bryan Stretton

CRD Number: 6355219
Current Firm: Bronfman E.l. Rothschild, LP

Bryan Stretton (CRD# 6355219) is an Investment Advisor Representative working at Bronfman E.l. Rothschild, LP in Rockville, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bronfman E.l. Rothschild Rockville, MD Sep 2015 - Current 1
Mcadam, LLC Tyson Corner, VA Oct 2014 - Sep 2015 < 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Sep 2015 < 1
Mcadam Financial Group Tysons Corner, VA Jun 2014 - Oct 2014 < 1
Voya Financial Group Tysons Corner, VA Sep 2014 - Sep 2014 < 1
Ing Financial Partners Tysons Corner, VA Jul 2014 - Aug 2014 < 1
James Madison University Harrisonburg, VA Aug 2010 - Jun 2014 3
Ritchie And Page Dist. Company Inc. Robbinsville, NJ May 2012 - Aug 2013 1
Pat Lordi's Star Soccer Academy Warrington, PA Apr 2008 - Aug 2013 5
Target Corp. Warrington, PA Dec 2009 - Jan 2011 1
Central Bucks East High School Doylestown, PA Aug 2007 - Jun 2010 2
Holicong Middle School Doylestown, PA Aug 2004 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Bryan A. Stretton
Phone Number: 888-303-2357
Firm Website: http://www.belr.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    3,789
    MILLIONS
  • Total Number of Accounts
    7,132
    ACCOUNTS
  • Average Account Value
    $531,306
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)
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, MA, MD, MI, MN, NC, NV, NY, OH, PA, SD, TN, TX, VA, WI

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

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