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Bryan Allen Stretton

Wealthspire Advisors

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About Bryan Allen Stretton

Bryan Stretton is a financial advisor with Wealthspire Advisors, a firm that manages over $21 billion in assets. Bryan has been in the industry since 2014 and holds the Series 6, 63, and 65 licenses, as well as the SIE exam. Bryan is a Certified Financial Planner™ and specializes in financial planning, investment management for individuals and businesses, and pension consulting.

Firm Information

Bryan Stretton is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Bryan Stretton’s Registration & Firm History

VA

01/04/2021 - Present

Wealthspire Advisors (Reston VA)

VA

10/03/2014 - 09/02/2015

PURSHE KAPLAN STERLING INVESTMENTS (Tysons Corner VA)

VA

07/22/2014 - 10/03/2014

VOYA FINANCIAL ADVISORS, INC. (TYSONS CORNER VA)

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Licenses & Designations

IA

Issued 09/15/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Allen Stretton.
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