linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brett Howard Schryer

MacQuarie Investment Management Business Trust

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brett? Claim Your Profile

About Brett Howard Schryer

Brett Howard Schryer is a registered investment advisor representative with Macquarie Investment Management Business Trust. Brett has been in the securities industry since 2013. Brett holds the Series 6, Series 7, Series 63 and Series 65 securities licenses. Brett is registered in 53 states. Brett also holds a Series SIE license.

Firm Information

Brett Schryer is currently registered with MacQuarie Investment Management Business Trust. Macquarie Investment Management Business Trust is a registered investment advisor based in Philadelphia, Pennsylvania. With over $190 billion in regulatory assets under management, the firm provides portfolio management services to a range of clients, including individuals, businesses, investment companies, and pooled investment vehicles. They also offer structured product/securitization advice, transition management, and selection of other advisors. The firm is a subsidiary of Macquarie Group Limited, a global financial services provider.
MacQuarie Investment Management Business Trust

610 MARKET STREET

PHILADELPHIA, PA 19106

$190.96B

Assets Under Management

21

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

structured product/securitization advice/transition management

Structured product/securitization advice/transition management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brett Schryer’s Registration & Firm History

PA

08/13/2024 - Present

MacQuarie Investment Management Business Trust (PHILADELPHIA PA)

PA

09/26/2019 - 02/07/2023

PACER FINANCIAL, INC. (MALVERN PA)

TN

09/09/2013 - 10/01/2019

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

Not sure if Brett Howard Schryer is right for you?

Licenses & Designations

IA

Issued 06/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Howard Schryer.
Not sure if Brett Howard Schryer is right for you?