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Bryan Buchert

Kera Capital Partners

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About Bryan Buchert

Bryan Buchert is a registered investment advisor representative with Kera Capital Partners. Bryan has been in the financial industry for over 10 years and holds Series 6, 7, 63, and 65 securities licenses as well as the SIE. Bryan is a Certified Financial Planner. Bryan's previous experience includes positions at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MML Investors Services, LLC.

Firm Information

Bryan Buchert is currently registered with Kera Capital Partners. Kera Capital Partners is an investment advisor based in San Jose, CA with approximately $760.77 million in regulatory assets under management. The firm provides portfolio management for individuals, businesses, pooled investment vehicles, and other investment advisors. Kera Capital Partners primarily serves high-net-worth individuals, corporations, and pooled investment vehicles.
Kera Capital Partners

1760 THE ALAMEDA

SAN JOSE, CA 95126

$760.77M

Assets Under Management

Not reported

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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 Buchert’s Registration & Firm History

CA

09/15/2022 - Present

Kera Capital Partners (Sacramento CA)

CA

08/31/2017 - 03/22/2021

CITIGROUP GLOBAL MARKETS INC. (Elk Grove CA)

CA

04/01/2015 - 09/01/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FOLSOM CA)

CA

05/12/2014 - 04/07/2015

MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 06/11/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/17/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2014

Series 7 - General Securities Representative Examination

BC

Issued 05/10/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Buchert.
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