Advisor at Bryan Investments, LLC
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Firm
Bryan Investments, LLC
Location
Sabillasville, MD
Credentials
Series 63, Series 65
Industry experience
16 years
Catherine Bryan is a financial advisor at Bryan Investments, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Bryan Investments since 2011. The firm serves individual clients, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. Bryan Investments uses fundamental and technical analysis, generally favoring long-term purchase strategies, and employs a flat annual management fee structure without charging percentage-of-assets fees or accepting commissions.
Fee-only: Flat annual management fee per client, amount negotiated individually; no tiered schedule provided
Sabillasville, MD
Maryland
Bryan Investments, LLC
2011 - Present (15 years)
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