linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Margo Marie Bryk

Homrich Berg

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Margo? Claim Your Profile

About Margo Marie Bryk

Margo Marie Bryk is a financial advisor with Homrich Berg. Margo has been a registered representative since 1991 and has experience in a variety of financial services roles. Margo has expertise in financial planning, portfolio management, and selection of other advisors. Currently, Margo is registered to provide investment advisory services in Georgia.

Firm Information

Margo Bryk is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

bill pay services

Bill pay services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Margo Bryk’s Registration & Firm History

GA

04/06/2023 - Present

Homrich Berg (Alpharetta GA)

GA

08/01/2001 - 04/21/2008

SYNOVUS SECURITIES, INC. (COLUMBUS GA)

GA

04/01/1998 - 08/01/2001

ROBERT ANDREW SECURITIES, INC. (ATLANTA GA)

IA

03/14/1995 - 03/26/1998

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

MN

03/26/1991 - 04/07/1994

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/26/1991 - 04/07/1994

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Margo Marie Bryk is right for you?

Licenses & Designations

IA

Issued 03/15/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Margo Marie Bryk.
Not sure if Margo Marie Bryk is right for you?