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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Lister is a registered investment advisor with over 40 years of experience in the financial services industry. Bryan is a licensed investment advisor representative in Michigan and Texas and is currently affiliated with Morgan Stanley. Bryan specializes in providing financial planning, portfolio management, and asset allocation advice. Bryan has a wide range of experience with clients, including individuals, high-net-worth individuals, corporations, investment clubs, and charitable organizations. Bryan has also been registered with several other firms in the past, including Citigroup Global Markets Inc., Lehman Brothers Inc., and Loeb Partners.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
MI
02/19/2020 - Present
Morgan Stanley (Troy MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
NY
11/26/1979 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/18/1978 - 11/26/1979
LOEB PARTNERS
NA
05/05/1977 - 01/18/1978
HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED
NA
10/21/1976 - 05/05/1977
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
IA
Issued 08/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/17/1977
PC - AMEX Put and Call Exam
BC
Issued 10/16/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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