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).
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Total Assets Under Management207MILLION
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Total Number of Accounts784ACCOUNTS
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Average Account Value$263,452
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, FL, MD, NC, NJ, NY, TX, VA
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.
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.
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.