Bryan Kiss has been an investment adviser representative at Helium Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners.
Helium Advisors LLC is a Vancouver, WA firm with $234M under management, 279 clients and 4 advisers across 2 offices, as of its May 2026 filing.
Bryan Kiss is Senior Advisor / Trusts & Estates Lead of Helium Advisors, based in Atlanta. He has over 25 years of experience in wealth management for high-net-worth individuals and families and previously served as an Investment Manager at Truist Bank and Bank of America. He works with clients on financial planning, with a growing emphasis on legacy and estate planning coordination.
Bryan Kiss’ longest registration was 1 year at Fifth Third Securities, Inc. (2017–2019). Before joining Helium Advisors in 2026, Bryan Kiss was registered through Fifth Third Securities, Inc.
- Helium Advisors LLCCurrent– present · under a yearAtlanta, GA · Adviser representative · Firm CRD 282356
- Fifth Third Securities, Inc.– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 628
Professional designations
Listed by Helium Advisors
- CFP®
Investment adviser representative registrations
Bryan Kiss is registered as an investment adviser representative in Georgia, since June 2026.
- GeorgiaSince 15 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 21 September 2017 |
| Series 7 | General Securities Representative Examination | 24 August 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6825150
- Firm
- Helium Advisors · CRD 282356
- Office
- 303 Perimeter Center North, Suite 300, Atlanta, GA 30346
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- heliumadvisors.com
Where does Bryan Kiss work?
Bryan Kiss is an investment adviser representative registered through Helium Advisors LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Bryan Kiss a financial advisor?
Yes. Bryan Kiss has a current investment-adviser registration in Georgia, through Helium Advisors since June 2026.
How many years of experience does Bryan Kiss have?
Bryan Kiss has 1 year in the financial industry, since December 2024, across 2 adviser firms.
What exams has Bryan Kiss passed?
Bryan Kiss has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2017. FINRA credited Bryan Kiss with the SIE, which began in October 2018.
Where did Bryan Kiss work before Helium Advisors?
Before Helium Advisors, Bryan Kiss was registered through Fifth Third Securities, Inc., September 2017 to March 2019.
Where is Bryan Kiss based?
Bryan Kiss’ registered office is in Atlanta, GA.
Is Bryan Kiss registered with FINRA?
No. Bryan Kiss has no current broker registration.
Is Bryan Kiss a CFP?
Helium Advisors lists Bryan Kiss with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Bryan Kiss’ record?
Search CRD 6825150 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Kiss’ full registration record.
