Charles Bryant has been an investment adviser representative at Advanced Wealth Management since October 2023, and is not listed among the firm’s executive officers or direct owners. Charles Bryant holds a Bachelor's degree in business management from Eckerd College.
Advanced Wealth Management, LLC is a Sarasota, FL firm with $111M under management, 168 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Charles Bryant is Financial Advisor of Advanced Wealth Management, with more than 15 years of experience. His wealth management approach encompasses investment planning, tax optimization, retirement planning, estate planning, and risk management.
Charles Bryant’s longest registration was 5 years at Suntrust Investment Services, Inc. (2008–2013). Before joining Advanced Wealth Management in 2023, Charles Bryant was registered through LPL Financial LLC and FSC Securities Corporation.
- LPL Financial LLC– · 4 yearsSarasota, FL · Adviser representative · Firm CRD 6413
- FSC Securities Corporation– · 4 yearsSarasota, FL · Adviser representative · Firm CRD 7461
- Mutual of Omaha Investor Services, Inc.– · under a yearFort Myers, FL · Adviser representative · Firm CRD 611
- Suntrust Investment Services, Inc.– · 5 yearsBradenton, FL · Adviser representative · Firm CRD 17499
Investment adviser representative registrations
Charles Bryant is registered as an investment adviser representative in Florida, since October 2023.
- FloridaSince 6 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 May 2008 |
| Series 7 | General Securities Representative Examination | 17 November 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Gyude Bryant
- CRD
- 5346404
- Firm
- Advanced Wealth Management · CRD 284438
- Registration
- Investment adviser registration
- In the industry since
- April 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boutiquefamilyofficecfo.com
Where does Charles Bryant work?
Charles Bryant is an investment adviser representative registered through Advanced Wealth Management, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Charles Bryant a financial advisor?
Yes. Charles Bryant has a current investment-adviser registration in Florida, through Advanced Wealth Management since October 2023.
How many years of experience does Charles Bryant have?
Charles Bryant has 18 years in the financial industry, since April 2008, across 5 adviser firms.
What exams has Charles Bryant passed?
Charles Bryant has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2007. FINRA credited Charles Bryant with the SIE, which began in October 2018.
Where did Charles Bryant work before Advanced Wealth Management?
Before Advanced Wealth Management, Charles Bryant was registered through LPL Financial LLC, May 2019 to October 2023; FSC Securities Corporation, October 2014 to May 2019; Mutual of Omaha Investor Services, Inc., April 2014 to September 2014; Suntrust Investment Services, Inc., July 2008 to October 2013.
Is Charles Bryant registered with FINRA?
No. Charles Bryant has no current broker registration.
How can I verify Charles Bryant’s record?
Search CRD 5346404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Bryant’s full registration record.
