Unclaimed
Kristina Bryn is a Registered Investment Advisor (RIA) based in Sarasota, FL. Kristina works at Compound Family Offices, LLC, and has been in the industry since October 2008. Kristina is registered with the state of Florida and holds a Series 65 license. Kristina's areas of specialization include: Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisors. Kristina and the team at Compound Family Offices, LLC, help clients with a variety of financial planning needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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FL
07/30/2020 - Present
Compound Family Offices, LLC (SARASOTA FL)
IA
Issued 07/17/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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