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Bryan Michael Totri

ST. John & Associates, Inc.

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About Bryan Michael Totri

Bryan Michael Totri is a financial advisor registered with St. John & Associates, Inc. based in ROSWELL, GA. Bryan has been in the financial services industry since 1991. Bryan has been with St. John & Associates, Inc. since May 2007. Bryan holds a Series 7 and Series 63 license and is a Certified Financial Planner. Bryan has experience in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals.

Firm Information

Bryan Totri is currently registered with ST. John & Associates, Inc.. ST. John & Associates, Inc. is an investment advisor based in Roswell, GA. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage a total of $107,116,357 in regulatory assets under management for 632 accounts. The firm has 4 investment advisor representatives.
ST. John & Associates, Inc.

500 SUN VALLEY DRIVE SUITE D-3 & D-4

ROSWELL, GA 30076-1441

$107.12M

Assets Under Management

Not reported

Total Clients

4

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainers

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Bryan Totri’s Registration & Firm History

GA

06/16/2009 - Present

ST. John & Associates, Inc. (ROSWELL GA)

GA

04/25/1995 - 09/13/1995

FSC SECURITIES CORPORATION (ATLANTA GA)

DE

11/23/1993 - 04/25/1995

PML SECURITIES COMPANY (NEWARK DE)

MO

10/01/1991 - 03/22/1993

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 08/30/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Michael Totri.
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