Collin Bryce has been an investment adviser representative at O'Connell Investment and Insurance Services since May 2024, and is not listed among the firm’s executive officers or direct owners.
O'Connell Investment and Insurance Services, LLC is an Eugene, OR firm with $208M under management, 519 clients and 9 advisers across 6 offices, as of its February 2026 filing.
Collin Bryce’s longest registration was 7 years at Newmark Capital Management, LLC (2013–2020). Before joining O'Connell Investment and Insurance Services in 2024, Collin Bryce was registered through Seros Financial, LLC and Newmark Capital Management, LLC.
- Go Wealth ManagementCurrent– present · 2 yearsGilbert, AZ · Adviser representative · Firm CRD 290254
- Seros Financial, LLC– · 3 yearsGilbert, AZ · Adviser representative · Firm CRD 166808
- Newmark Capital Management, LLC– · 7 yearsTempe, AZ · Adviser representative · Firm CRD 153960
Investment adviser representative registrations
Collin Bryce is registered as an investment adviser representative in Arizona, since May 2024.
- ArizonaSince 3 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 May 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 May 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 May 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Collin M Bryce
- CRD
- 4793496
- Firm
- O'Connell Investment and Insurance Services · CRD 290254
- Office
- 1757 E BASELINE ROAD, SUITE 137, Gilbert, AZ 85233
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Collin Bryce work?
Collin Bryce is an investment adviser representative registered through O'Connell Investment and Insurance Services, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Collin Bryce a financial advisor?
Yes. Collin Bryce has a current investment-adviser registration in Arizona, through O'Connell Investment and Insurance Services since May 2024.
How many years of experience does Collin Bryce have?
Collin Bryce has 12 years in the financial industry, since February 2014, across 3 adviser firms.
What exams has Collin Bryce passed?
Collin Bryce has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in May 2004.
Where did Collin Bryce work before O'Connell Investment and Insurance Services?
Before O'Connell Investment and Insurance Services, Collin Bryce was registered through Seros Financial, LLC, February 2021 to March 2024; Newmark Capital Management, LLC, November 2013 to December 2020.
Where is Collin Bryce based?
Collin Bryce’s registered office is in Gilbert, AZ.
Is Collin Bryce registered with FINRA?
No. Collin Bryce has no current broker registration.
How can I verify Collin Bryce’s record?
Search CRD 4793496 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Collin Bryce’s full registration record.
