Leah
Bryan

Bryspen, Inc

CRD#4652433
Investment Advisor
in Washington, DC

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About this Advisor

Leah Bryan is a financial advisor based in Washington, District of Columbia, working with Bryspen, Inc. Leah has previously held a position at Bryspen, Inc. Leah has passed the Series 65 regulatory exam and is registered to provide services in the District of Columbia and Georgia. Currently, Leah is part of Bryspen, Inc, which operates out of Washington, District of Columbia. The firm has 1 office and 2 employees. The firm manages assets totaling $262.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bryspen, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1717 Pennsylvania Avenue, N.W. Suite 1025
Washington, DC 20006-3951

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Bryspen, Inc Brokerage Details

Total Assets Under Management

$262,392,685

DC Average: $4,886,152,200
Total Number of Employees

2

DC Average: 60
Total Number of Accounts

258

DC Average: 205
Average Account Size

$1,017,026

DC Average: $23,834,889

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Leah Bryan Work History

1993 - Present (31 years)

Bryspen, Inc

Disclosures

Please visit the SEC profile of Leah Bryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bryspen, Inc

Leah Bryan
Washington, DC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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