Bay Rivers Group Wealth Partners

Bay Rivers Group Wealth Partners (CRD# 290095) is a financial advisory firm headquartered in Williamsburg, VA. They manage $206,546,732 in 784 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    784
    ACCOUNTS
  • Average Account Value
    $263,452
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MD, NC, NJ, NY, TX, VA

Financial Advisors at Bay Rivers Group Wealth Partners
Showing 1 - 3 of 3 top financial advisors.
1
Alan L. Broderick
CRD#: 4221869
5107 Center Street B1, Williamsburg, VA 23188

Alan Broderick (CRD# 4221869) is an Investment Advisor Representative working at Bay Rivers Group Wealth Partners in Williamsburg, VA and has over 21 years of experience in the finance industry.

2
Bruce A. Lemley
CRD#: 2972820
5107 Center Street B1, Williamsburg, VA 23188

Bruce Lemley (CRD# 2972820) is an Investment Advisor Representative working at Bay Rivers Group Wealth Partners in Williamsburg, VA and has over 26 years of experience in the finance industry.

3
Charles Lucy
CRD#: 1603851
5107 Center Street B1, Williamsburg, VA 23188

Charles Lucy (CRD# 1603851) is an Investment Advisor Representative working at Bay Rivers Group Wealth Partners in Williamsburg, VA and has over 27 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.