Bison Wealth, LLC

Bison Wealth, LLC (CRD# 165931) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,218,215,159 in 3,402 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,218
    MILLION
  • Total Number of Accounts
    3,402
    ACCOUNTS
  • Average Account Value
    $358,088
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CT, FL, GA, IA, IL, LA, MA, MD, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Bison Wealth, LLC
Showing 11 - 20 of 25 top financial advisors.
11
David Pagano
CRD#: 7100010
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

David Pagano (CRD# 7100010) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

12
Charles E. Rice
CRD#: 1530828
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Charles Rice (CRD# 1530828) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 32 years of experience in the finance industry.

13
Richard A. Sampley
CRD#: 409802
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Richard Sampley (CRD# 409802) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 43 years of experience in the finance industry.

14
Ronald J. Savarese
CRD#: 1136277
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Ronald Savarese (CRD# 1136277) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 40 years of experience in the finance industry.

15
Dean R. St. Marie
CRD#: 2029154
100 Elks Club Rd, Brevard, NC 28712

Dean St. Marie (CRD# 2029154) is an Investment Advisor Representative working at Bison Wealth, LLC in Brevard, NC and has over 27 years of experience in the finance industry.

16
Joe B. Tracy
CRD#: 2302139
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Joe Tracy (CRD# 2302139) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.

17
Mary P. Tupper
CRD#: 3239774
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Mary Tupper (CRD# 3239774) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.

18
John T. Williams
CRD#: 4225657
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

John Williams (CRD# 4225657) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

19
Michelle L. Beall
CRD#: 7682212
3550 Lenox Road Ne, Suite 2550, Atlanta, GA 30326

Michelle Beall (CRD# 7682212) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

20
Victor Giustina
CRD#: 1969074
Atlanta, GA

Victor Giustina (CRD# 1969074) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.

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