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Christian David Bryant

Integrated Wealth Concepts LLC

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About Christian David Bryant

Christian Bryant is a registered Investment Advisor Representative with Integrated Wealth Concepts LLC. Christian has been in the financial services industry for over 6 years. Christian has a strong understanding of the investment industry, with experience in both brokerage and advisory roles. Christian is committed to helping clients reach their financial goals, and has a proven track record of success. Christian holds both Series 63 and 65 licenses, and has also passed the Series 7 and SIE exams. Christian is currently licensed in Missouri and Texas. Christian is committed to providing exceptional service and guidance to his clients.

Firm Information

Christian Bryant is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

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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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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Christian Bryant’s Registration & Firm History

MO

04/19/2022 - Present

Integrated Wealth Concepts LLC (ST. JOSEPH MO)

MO

09/18/2017 - 04/27/2022

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAINT JOSEPH MO)

TX

09/08/2016 - 07/31/2017

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

IA

Issued 03/07/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christian David Bryant.
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