Bryan
Bornschein
Valley Wealth Managers, Inc
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About this Advisor
Bryan Bornschein is a financial advisor based in Miami, Florida, working with Valley Wealth Managers, Inc. Bryan has previously held positions at Jp Morgan Chase Bank, N.A, Hamlin Capital Management, Md Sass Investment Institute, Brooks Brothers, Harley Capital (Subsidiary Of National Securities Corporation), Snowden Lane Partners, Jp Morgan Securities LLC, St. Francis College, Brooklyn College, Valley Financial Management, Inc, Valley National Bank, Jp Morgan, Starwood Property Trust, Ups, and Valley Wealth Managers, Inc. Bryan has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Bryan is part of Valley Wealth Managers, Inc, which operates out of Miami, Florida. The firm has 13 offices and 52 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Valley Wealth Managers, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Wealth Managers, Inc Brokerage Details
$2,246,985,760
52
1,997
$1,125,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Bryan Bornschein Work History
Valley Financial Management, Inc
Valley National Bank
Valley Wealth Managers, Inc
Starwood Property Trust
Jp Morgan
Ups
Jp Morgan Chase Bank, N.A
Jp Morgan Securities LLC
Hamlin Capital Management
Md Sass Investment Institute
Snowden Lane Partners
Harley Capital (Subsidiary Of National Securities Corporation)
Brooklyn College
Brooks Brothers
St. Francis College
Disclosures
Please visit the SEC profile of Bryan Bornschein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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