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Rebecca A Bryan

Newedge Advisors

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About Rebecca A Bryan

Rebecca A Bryan is a financial advisor with over 11 years of experience in the industry. Rebecca has held positions with a variety of firms including CETERA ADVISOR NETWORKS LLC, Bryan Funding, Inc., and Newedge Advisors. Rebecca has a strong background in both securities and investment advisory services. Rebecca is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in multiple states. Rebecca is dedicated to providing clients with personalized financial advice and investment management services.

Firm Information

Rebecca Bryan is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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 businesses

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

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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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Rebecca Bryan’s Registration & Firm History

PA

01/09/2024 - Present

Newedge Advisors (PITTSBURGH PA)

PA

08/12/2019 - 11/13/2023

CETERA ADVISOR NETWORKS LLC (CARNEGIE PA)

PA

10/31/2012 - 08/21/2019

BRYAN FUNDING, INC. (CANONSBURG PA)

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Licenses & Designations

BOTH

Issued 06/13/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2024

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 06/21/2017

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 05/07/2013

Series 24 - General Securities Principal Examination

BC

Issued 12/01/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Rebecca A Bryan.
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