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William Bryant

Advisor at Meddent Solutions

Updated today

Location

Alys Beach, FL

Credentials

Series 63, Series 65

Industry experience

9 years

About

William Bryant is a financial advisor with High Speed Alliance, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Tensaw Legacy Wealth, LLC and Northwestern Mutual, as well as nearly two decades at Bryant Dental. Outside of his advisory work, he is involved in small business coaching through High Speed Consulting and serves as a general partner in special purpose investment vehicles. High Speed Alliance provides wealth management and discretionary portfolio management primarily to high-net-worth and accredited investors, as well as trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using low-cost mutual funds, ETFs, individual securities, alternative investments, and independent managers, combining multiple analytical methods and offering ERISA fiduciary support for retirement plans.

Client services

Based on Meddent Solutions

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Meddent Solutions

Wealth management Income planning Charitable giving & philanthropy

Occupation focus

Based on Meddent Solutions

Dentist

Fee options

Percentage

$0 - $1,000,000: No AUM fee, only Fixed Planning Fee of $36,000 annually $1,000,001 - $2,000,000: 1.00% annually plus $31,000 Fixed Planning Fee $2,000,001 - $5,000,000: 1.00% annually plus $26,000 Fixed Planning Fee $5,000,001 - $10,000,000: 0.90% annually plus $26,000 Fixed Planning Fee $10,000,001 - $15,000,000: 0.75% annually plus $26,000 Fixed Planning Fee $15,000,001 - $20,000,000: 0.65% annually plus $26,000 Fixed Planning Fee $20,000,001+: Negotiable

Other

Account minimum: $1,000,000 Minimum fee: Fixed Planning Fee ranging from $26,000 to $36,000 depending on asset level Fee-only: Fixed Planning Fee as detailed above

Location

Alys Beach, FL

Most active in

Alabama · California · Florida · Georgia · Louisiana · Mississippi · North Carolina · Pennsylvania · Puerto Rico · Texas · Wyoming

Work history

Tensaw Legacy Wealth, LLC

2023 - 2024 (1 year)

High Speed Alliance LLC

2017 - Present (9 years)

Northwestern Mutual Investment Services LLC

2016 - 2017 (1 year)

Northwestern Mutual Life Insurance Company

2015 - 2017 (2 years)

Bryant Dental

1997 - 2016 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles B

Series 63, Series 65

Santa Rosa Beach, FL

Bay Hill Capital Management USA, LLC

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is the sole advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Edward Jones Investments. Outside of his advisory role, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm operates as a single-advisor practice with a primarily non-discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Options & derivatives strategies Annuities Real estate investing
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Glenn D

CFP®, Series 63

Panama City Beach, FL

G&F Financial Services

General estate planning guidance Cash flow / budgeting
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Sidney D

Series 65

Santa Rosa Beach, FL

Fortunato Asset Management

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Wealth management Active portfolio management
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John D

Series 63, Series 65

Inlet Beach, FL

Davenport PBH LLC

John Davenport Jr. is a financial advisor at Davenport PBH LLC with five years of industry experience. His background includes roles at YieldStreet and RBC Capital Markets, as well as private investing and trading. Davenport holds Series 63 and Series 65 licenses. Davenport PBH LLC operates as a private investment fund managing capital for individual and institutional investors through a limited partnership. The firm focuses on discretionary portfolio management of special-situation and mispriced public equities, emphasizing less-liquid or distressed companies, and maintains a small, concentrated organizational structure with a single portfolio manager.

Active portfolio management
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Joshua V

Series 63, Series 65, Series 66

Santa Rosa Beach, FL

Houndstooth Investment Management

Joshua Van Cuyk is the sole advisor at Houndstooth Investment Management, holding Series 63, 65, and 66 licenses with two years of industry experience. Prior to founding his firm, he worked in retail management at Vineyard Vines and serves as an assistant hockey coach at Father Ryan High School. He combines his financial advisory role with these activities outside the industry. Houndstooth Investment Management provides portfolio management and retirement-account fiduciary advice primarily to individual and high-net-worth clients. The firm employs a variety of analytical methods and both long- and short-term trading strategies, including higher-risk approaches, with individualized Investment Policy Statements guiding account management.

Options & derivatives strategies Active portfolio management
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