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Catherine Kil Bryan

Bryan Investments, LLC

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About Catherine Kil Bryan

Catherine Kil Bryan is an Investment Advisor Representative associated with Bryan Investments, LLC. Catherine has been in the securities industry for over 40 years and holds licenses in Series 1, 4, 12, 24, 53, 63, and 65. Catherine's experience spans a variety of firms, including RBC Capital Markets Corporation, Ferris, Baker Watts, LLC, and ICMA-RC Services, LLC. Catherine currently provides portfolio management for individuals.

Firm Information

Catherine Bryan is currently registered with Bryan Investments, LLC. Bryan Investments, LLC is an investment advisor specializing in portfolio management for individuals. They have two investment advisor representatives and manage approximately $51,350,633 in assets for 140 clients.

$51.35M

Assets Under Management

Not reported

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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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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Catherine Bryan’s Registration & Firm History

MD

06/01/2011 - Present

Bryan Investments, LLC (SABILLASVILLE MD)

MD

03/13/2009 - 09/03/2009

RBC CAPITAL MARKETS CORPORATION (GAITHERSBURG MD)

MD

06/29/1999 - 03/13/2009

FERRIS, BAKER WATTS, LLC (GAITHERSBURG MD)

DC

02/06/1990 - 06/25/1999

ICMA-RC SERVICES, LLC (WASHINGTON DC)

NA

02/12/1982 - 05/11/1989

FERRIS, BAKER WATTS INCORPORATED

NA

05/28/1978 - 10/21/1983

AMERICAN WESTERN SECURITIES, INC.

NA

01/27/1981 - 01/26/1982

INTERNATIONAL SECURITIES, INC.

NA

09/12/1977 - 05/28/1978

AMERICAN WESTERN SECURITIES, INC.

NA

02/03/1975 - 10/10/1977

PITTMAN & COMPANY, INCORPORATED

NA

12/05/1974 - 03/03/1975

RAUSCHER PIERCE SECURITIES INC

NA

06/20/1973 - 12/30/1974

BARTON AND COMPANY INCORPORATED

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Licenses & Designations

IA

Issued 09/22/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/1988

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/07/1983

Series 4 - Registered Options Principal Examination

BC

Issued 08/11/1983

Series 24 - General Securities Principal Examination

BC

Issued 06/18/1983

Series 12 - NYSE Branch Manager Examination

BC

Issued 06/14/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Catherine Kil Bryan.
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