Bryan Petry (CRD# 4622182) is an Investment Advisor Representative working at Stonebridge Wealth Management LLC in Oak Brook, IL and has over 21 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonebridge Wealth Management LLC | Oak Brook, IL | Nov 2017 - Current | 6 |
| Comprehensive Asset Management Serving Inc. | Parsippany, NJ | Nov 2017 - Current | 6 |
| Securian Financial Services, Inc. | St Paul, MN | Jan 2013 - Nov 2017 | 4 |
| Gcg Financial Inc. | Deerfield, IL | Jan 2003 - Nov 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management214MILLIONS
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Total Number of Accounts943ACCOUNTS
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Average Account Value$226,661
- 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
CA, IL, IN, TX
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