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Bryan Morgan Frutchey

South Cove Financial, LLC

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About Bryan Morgan Frutchey

Bryan Frutchey is an Investment Advisor Representative associated with South Cove Financial, LLC. Bryan has over 20 years of experience in the financial services industry. Bryan is registered with the state of Washington. Bryan holds Series 6, 63, and 65 licenses, as well as the SIE exam. Bryan has a history of working with individuals and high-net-worth individuals.

Firm Information

Bryan Frutchey is currently registered with South Cove Financial, LLC. South Cove Financial, LLC is an investment advisor with $130,000,000 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They have 3 investment adviser representatives and 456 accounts.

$130.00M

Assets Under Management

250

Total Clients

2

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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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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Bryan Frutchey’s Registration & Firm History

NV

12/21/2020 - Present

South Cove Financial, LLC (HENDERSON NV)

WA

06/15/2010 - 04/25/2019

PROEQUITIES, INC. (FEDERAL WAY WA)

WA

05/09/2007 - 05/24/2010

UVEST FINANCIAL SERVICES GROUP, INC. (UNIVERSITY PLACE WA)

OR

06/07/2006 - 05/04/2007

LINSCO/PRIVATE LEDGER CORP. (BEAVERTON OR)

CA

06/09/2004 - 12/02/2005

MUTUAL SECURITIES, INC. (CAMARILLO CA)

GA

03/05/2003 - 04/06/2004

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

07/06/1999 - 01/04/2001

WMA SECURITIES, INC. (DULUTH GA)

GA

05/20/1996 - 12/31/1998

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/15/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Bryan Morgan Frutchey. Review regulatory record here.
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