Bryan Buzzard, financial advisor Scottsdale AZ
83 score

Bryan Buzzard

CRD Number: 1308719
Current Firm: Eagle Strategies LLC

Bryan Buzzard (CRD# 1308719) is an Investment Advisor Representative working at Eagle Strategies LLC in Scottsdale, AZ and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Cypress Strategies Scottsdale, AZ May 2002 - Current 14
Nylife Securities Inc. Phoenix, AZ Aug 1985 - Current 31
New York Life Ins. Company Scottsdale, AZ Apr 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S65 NASAA Investment Advisors Law Examination Mar 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Bryan T. Buzzard
Phone Number: (888) 695-3245
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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