Susan Bryant has been an investment adviser representative at Arrowroot Family Office since October 2024, and is not listed among the firm’s executive officers or direct owners.
Arrowroot Family Office, LLC is a Marina Del Rey, CA firm with $431M under management, 1,415 clients and 10 advisers across 9 offices, as of its March 2026 filing.
- Arrowroot Family Office, LLCCurrent– present · 2 yearsDallas, TX · Adviser representative · Firm CRD 168744
Investment adviser representative registrations
Susan Bryant is registered as an investment adviser representative in Texas, since October 2024.
- TexasSince 18 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 January 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Susan Schmidt Bryant
- CRD
- 7989463
- Firm
- Arrowroot Family Office · CRD 168744
- Office
- 1341 W Mockingbird Lane, Suite 600W, PMB #503, Dallas, TX 75247
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Susan Bryant work?
Susan Bryant is an investment adviser representative registered through Arrowroot Family Office, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Susan Bryant a financial advisor?
Yes. Susan Bryant has a current investment-adviser registration in Texas, through Arrowroot Family Office since October 2024.
How many years of experience does Susan Bryant have?
Susan Bryant has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Susan Bryant passed?
Susan Bryant passed the Series 65 in January 2024.
Where is Susan Bryant based?
Susan Bryant’s registered office is in Dallas, TX.
Is Susan Bryant registered with FINRA?
No. Susan Bryant has no current broker registration.
How can I verify Susan Bryant’s record?
Search CRD 7989463 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Susan Bryant’s full registration record.
