Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Jacob Smith is a financial advisor with Blackrock Financial Management, Inc. in New York, NY and Seattle, WA. Bryan has been in the industry since December 3, 1996 and is registered with FINRA and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Bryan specializes in providing financial advice and portfolio management services for businesses, individuals, pooled investment vehicles, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
10/02/2007 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
WA
10/24/2005 - 10/02/2007
QUELLOS FUND SERVICES, LLC (SEATTLE WA)
NJ
01/20/2004 - 10/24/2005
QUELLOS BROKERAGE SERVICES, LLC (PRINCETON NJ)
NY
05/12/1997 - 02/04/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
NJ
11/21/1996 - 04/28/1997
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
IA
Issued 03/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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