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John Andrew Bly

Aprio Wealth Management, LLC

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About John Andrew Bly

John Bly is an investment advisor representative with Aprio Wealth Management, LLC. John is a registered representative in North Carolina. John has been in the industry since 2010. John is also a CPA with Aprio LLP and an agent with Aprio Risk Management, LLC. John has a Series 66, Series 7, and SIE license. John specializes in providing financial planning, pension consulting and educational seminars. John's firm, Aprio Wealth Management, LLC, has $1 billion - $10 billion in assets under management and serves individuals, businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

John Bly is currently registered with Aprio Wealth Management, LLC. Aprio Wealth Management, LLC is an investment advisory firm headquartered in Atlanta, Georgia. They manage over $1 billion in assets for clients such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars.
Aprio Wealth Management, LLC

2002 SUMMIT BOULEVARD

ATLANTA, GA 30319

$1.84B

Assets Under Management

Not reported

Total Clients

20

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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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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John Bly’s Registration & Firm History

NC

11/26/2019 - Present

Aprio Wealth Management, LLC (MATTHEWS NC)

NC

12/01/2014 - 11/08/2019

PROEQUITIES, INC. (MATTHEWS NC)

NC

09/27/2010 - 12/18/2014

MML INVESTORS SERVICES, LLC (MATTHEWS NC)

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Licenses & Designations

BOTH

Issued 09/14/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Andrew Bly.
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