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Bryan Dean Myers

Redwood Private Wealth

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About Bryan Dean Myers

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.

Firm Information

Bryan Myers is currently registered with Redwood Private Wealth. Redwood Private Wealth is an independent wealth management firm based in Phoenix, Arizona. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. They have approximately $267.6 million in regulatory assets under management and are registered with the Securities and Exchange Commission (SEC). The firm specializes in serving high net worth individuals, with a focus on assisting clients in achieving their long-term financial goals.
Redwood Private Wealth

3930 E. RAY ROAD

PHOENIX, AZ 85044

$267.56M

Assets Under Management

Not reported

Total Clients

49

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Myers’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Dean Myers.
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