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Keith Alan Bryan

Bryan Investments, LLC

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About Keith Alan Bryan

Keith Alan Bryan is a registered Investment Advisor Representative with Bryan Investments, LLC in Sabillasville, MD. Keith has been in the financial services industry since 1984, has Series 63, 65 and 24 licenses and has worked for several firms, including RBC CAPITAL MARKETS CORPORATION and FERRIS, BAKER WATTS, LLC. Keith currently works with 65 clients, including 14 High Net Worth individuals, and has approximately $51,350,633 in regulatory assets under management. Keith Alan Bryan provides portfolio management services to individuals.

Firm Information

Keith 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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Keith Bryan’s Registration & Firm History

MD

08/19/2011 - Present

Bryan Investments, LLC (SABILLASVILLE MD)

MD

03/13/2009 - 09/08/2009

RBC CAPITAL MARKETS CORPORATION (GAITHERSBURG MD)

MD

09/06/1988 - 03/13/2009

FERRIS, BAKER WATTS, LLC (GAITHERSBURG MD)

NA

12/09/1986 - 09/12/1988

R. W. CORBY & CO., INC.

NA

02/18/1986 - 12/22/1986

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

NA

09/25/1984 - 03/05/1986

DERAND INVESTMENT CORPORATION OF AMERICA

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Licenses & Designations

IA

Issued 12/10/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/1987

Series 24 - General Securities Principal Examination

BC

Issued 09/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Keith Alan Bryan. Review regulatory record here.
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