Unclaimed
Bryan Myers is a financial advisor with Redwood Private Wealth, a firm with a focus on providing financial planning and investment management services to high-net-worth individuals, corporations, and other businesses. Bryan has been working in the financial services industry since 1994, and has experience with a variety of investment strategies. Bryan also has experience with insurance sales, and serves as president and insurance producer for Strategic Asset Management, Ltd. Bryan is a registered investment advisor in Maryland.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
01/01/2025 - Present
Redwood Private Wealth (WESTMINSTER MD)
MD
07/19/2012 - 12/15/2016
H. BECK, INC. (WESTMINSTER MD)
MD
04/16/2008 - 06/18/2012
CHAPIN, DAVIS (BALTIMORE MD)
MD
01/03/2006 - 04/15/2008
PURSHE KAPLAN STERLING INVESTMENTS (WESTMINSTER MD)
MD
05/12/1997 - 12/31/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTMINSTER MD)
MN
10/21/1996 - 05/01/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/21/1996 - 05/01/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/14/1996 - 10/18/1996
AIG EQUITY SALES CORP. (NEW YORK NY)
NY
10/11/1995 - 02/21/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MD
01/03/1995 - 02/16/1995
CALVERT SECURITIES CORPORATION (BETHESDA MD)
MN
09/02/1994 - 10/27/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/02/1994 - 10/27/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/23/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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