Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Caronia is a financial advisor with over 6 years of experience in the financial services industry. Bryan has worked at several prominent firms including Goldman Sachs & Co. LLC, FBR Capital Markets & Co., and Wunderlich Securities, Inc. Bryan currently works at J.p. Morgan Securities LLC and is registered with the state of New York. Bryan holds the Series 7, Series 63, Series 79TO, Series 87, and SIE licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/01/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/30/2017 - 08/19/2020
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
07/10/2017 - 10/24/2017
FBR CAPITAL MARKETS & CO. (NEW YORK NY)
NY
09/24/2014 - 07/10/2017
WUNDERLICH SECURITIES, INC. (New York City NY)
BC
Issued 10/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bryan Caronia is the right advisor for you? Invested Better is here to help.
