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Bryan Michael Lorenz

Interactive Brokers LLC

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About Bryan Michael Lorenz

Bryan Lorenz is a financial advisor with over 10 years of experience in the industry. Bryan is currently registered with Interactive Brokers LLC. Previously, Bryan was registered with SG Americas Securities, LLC, Newedge USA, LLC, and Morgan Stanley. Bryan holds Series 7 and Series 66 licenses.

Firm Information

Bryan Lorenz is currently registered with Interactive Brokers LLC. Interactive Brokers LLC is a Limited Liability Company formed on March 9, 1998 and is approved to operate in all 50 U.S. states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

175

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.

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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Bryan Lorenz’s Registration & Firm History

FL

09/09/2015 - Present

Interactive Brokers LLC (Fort Lauderdale FL)

NY

01/02/2015 - 05/20/2015

SG AMERICAS SECURITIES, LLC (NEW YORK NY)

IL

03/11/2014 - 01/02/2015

NEWEDGE USA, LLC (CHICAGO IL)

PA

08/13/2012 - 06/12/2013

MORGAN STANLEY (BERWYN PA)

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Licenses & Designations

BOTH

Issued 09/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

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

Disclosures

There are no public disclosures for Bryan Michael Lorenz.
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