Bryan
Fiore
Uhler And Vertich Financial Planners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Bryan Fiore is a financial advisor operating out of Fort Myers, Florida with 1 year of relevant experience. Fiore currently works for Uhler And Vertich Financial Planners, LLC. Throughout their career, they have worked at Scottrade, Inc, Td Ameritrade, Inc, Raymond James Financial Services, Uhler And Vertich Financial Planners, LLC, Annex Wealth Mangement and Td Ameritrade Investment Management, LLC. Fiore has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Florida and Texas. Uhler And Vertich Financial Planners, LLC is a registered investment firm based in Fort Myers, FL. It oversees $259 million in total assets among its 574 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 574 customer accounts, 40% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely depend on which services the firm provides the client. Fee types billed by Uhler And Vertich Financial Planners, LLC most likely are comprised of any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Uhler And Vertich Financial Planners, LLC Brokerage Details
$258,679,749
8
574
$450,662
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bryan Fiore Work History
Bryan has been registered as a financial advisor for 1 years.*
Raymond James Financial Services
Uhler And Vertich Financial Planners, LLC
Annex Wealth Mangement
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Scottrade, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryan Fiore 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 Uhler And Vertich Financial Planners, LLC
Fort Myers, FL
Fort Myers, FL
Fort Myers, FL
Fort Myers, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
