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Charles Gyude Bryant

Advanced Wealth Management

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About Charles Gyude Bryant

Charles Gyude Bryant is an investment advisor representative with Advanced Wealth Management, a firm that specializes in financial planning, pension consulting, and portfolio management for individuals. Charles has been in the industry for over 15 years and holds the Series 7, Series 63, Series 65, and SIE licenses. Charles has previously worked with LPL Financial LLC, FSC Securities Corporation, Mutual of Omaha Investor Services, Inc., J.P. Morgan Securities LLC, SunTrust Investment Services, Inc., and Morgan Stanley & Co., Incorporated.

Firm Information

Charles Bryant is currently registered with Advanced Wealth Management. Advanced Wealth Management is a financial advisory firm based in Florida. They offer financial planning, pension consulting, educational seminars, and portfolio management for individuals and high-net-worth individuals. Their client base consists of 17 high-net-worth individuals and 155 individuals other than high-net-worth. They manage approximately $73.2 million in assets.

$73.22M

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 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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Charles Bryant’s Registration & Firm History

FL

10/06/2023 - Present

Advanced Wealth Management ( SARASOTA FL)

FL

04/30/2019 - 10/02/2023

LPL FINANCIAL LLC (SARASOTA FL)

FL

09/26/2014 - 05/03/2019

FSC SECURITIES CORPORATION (SARASOTA FL)

FL

01/10/2014 - 09/22/2014

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (FORT MYERS FL)

FL

10/21/2013 - 10/31/2013

J.P. MORGAN SECURITIES LLC (FORT MYERS FL)

FL

04/23/2008 - 10/21/2013

SUNTRUST INVESTMENT SERVICES, INC. (BRADENTON FL)

FL

11/19/2007 - 02/14/2008

MORGAN STANLEY & CO., INCORPORATED (SARASOTA FL)

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Licenses & Designations

IA

Issued 06/26/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Charles Gyude Bryant. Review regulatory record here.
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