Bryan Totri has been an investment adviser representative at St. John & Associates since June 2009, and is not listed among the firm’s executive officers or direct owners. Bryan Totri holds a Degree in business management from City College of San Francisco. Bryan Totri studied at Denver College of Financial Planning.
St. John & Associates, Inc. is a Roswell, GA firm with $128M under management, 153 clients and 2 advisers in one office, as of its March 2026 filing.
Bryan M. Totri is Director of Financial Planning of St. John & Associates, Inc. He was the founder and principal of WellSpring Planning, LLC, a financial planning firm that merged into St. John & Associates in early 2007. He has more than 30 years of experience in the financial services industry as a financial planner and investment advisor.
- St. John & Associates, Inc.Current– present · 17 yearsRoswell, GA · Adviser representative · Firm CRD 124778
Professional designations
Listed by St. John & Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Bryan Totri is registered as an investment adviser representative in 2 states. The first approvals date from June 2009; the most recent is Florida, in March 2024.
- FloridaSince 5 March 2024
- GeorgiaSince 16 June 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 30 August 1991 |
| Series 7 | General Securities Representative Examination | 21 August 1991 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryan Michael Totri
- CRD
- 2166602
- Firm
- St. John & Associates · CRD 124778
- Office
- 500 SUN VALLEY DRIVE SUITE D-3 & D-4, Roswell, GA 30076-1441
- Registration
- Investment adviser registration
- In the industry since
- June 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stjohnfinancial.com
Where does Bryan Totri work?
Bryan Totri is an investment adviser representative registered through St. John & Associates, Inc. since June 2009, and is not listed among the firm’s executive officers or direct owners.
Is Bryan Totri a financial advisor?
Yes. Bryan Totri has a current investment-adviser registration in Florida and Georgia, through St. John & Associates since June 2009.
How many years of experience does Bryan Totri have?
Bryan Totri has 17 years in the financial industry, since June 2009, across 1 adviser firm.
What exams has Bryan Totri passed?
Bryan Totri has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1991.
Where is Bryan Totri based?
Bryan Totri’s registered office is in Roswell, GA.
Is Bryan Totri registered with FINRA?
No. Bryan Totri has no current broker registration.
Is Bryan Totri a CFP?
St. John & Associates lists Bryan Totri with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bryan Totri’s record?
Search CRD 2166602 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Totri’s full registration record.
