Boatman And Bryant Capital Solutions Pllc

Boatman And Bryant Capital Solutions Pllc (CRD# 307676) is a financial advisory firm headquartered in Longwood, FL. They manage $82,653,122 in 343 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2973 West State Road 434, Suite 300, Longwood, FL 32779
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $240,971
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Boatman And Bryant Capital Solutions Pllc
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Schroeder, financial advisor Longwood FL
Jeffrey M. Schroeder
CRD#: 2615409
2973 West State Road 434, Suite 300, Longwood, FL 32779

Jeffrey Schroeder (CRD# 2615409) is an Investment Advisor Representative working at Boatman And Bryant Capital Solutions Pllc in Longwood, FL and has over 21 years of experience in the finance industry.

2
William Boatman, financial advisor Longwood FL
William T. Boatman
CRD#: 7308278
2973 West State Road 434, Suite 300, Longwood, FL 32779

William Boatman (CRD# 7308278) is an Investment Advisor Representative working at Boatman And Bryant Capital Solutions Pllc in Longwood, FL and has over 3 years of experience in the finance industry.

3
Robert Bryant, financial advisor Longwood FL
Robert R. Bryant
CRD#: 3159664
2973 West State Road 434, Suite 300, Longwood, FL 32779

Robert Bryant (CRD# 3159664) is an Investment Advisor Representative working at Boatman And Bryant Capital Solutions Pllc in Longwood, FL and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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