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Bryan Scott Curry

Bridge THE GAP Retirement Planners

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About Bryan Scott Curry

Bryan Curry is a financial advisor with Bridge The Gap Retirement Planners. He is based in Simi Valley, CA and has been working in the industry since January 2014. Bryan holds Series 6, 7 and 66 licenses. He has experience with Charles Schwab & Co., Inc., and J.P. Morgan Securities LLC. Bryan specializes in working with individuals and providing financial planning services.

Firm Information

Bryan Curry is currently registered with Bridge THE GAP Retirement Planners. Bridge THE GAP Retirement Planners is an independent financial advisory firm based in Wisconsin, dedicated to helping individuals and families reach their retirement goals. They offer a range of services including financial planning, portfolio management, and wrap fee programs. Their team of experienced advisors is committed to providing personalized advice and guidance to help clients make informed decisions about their financial future. The firm manages $23,868,579 in assets, primarily for high-net-worth individuals, with 13 clients accounting for $17,433,403 in assets. They also serve individuals other than high-net-worth clients, with 11 clients totaling $6,435,176 in assets.

$23.87M

Assets Under Management

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Total Clients

1

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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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 Curry’s Registration & Firm History

CA

09/21/2021 - Present

Bridge THE GAP Retirement Planners (SIMI VALLEY CA)

CA

05/24/2016 - 08/17/2021

CHARLES SCHWAB & CO., INC. (Thousand Oaks CA)

CA

01/02/2014 - 05/19/2016

J.P. MORGAN SECURITIES LLC (WESTLAKE VILLAGE CA)

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Licenses & Designations

BOTH

Issued 06/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2016

Series 7 - General Securities Representative Examination

BC

Issued 01/02/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Scott Curry.
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