Bryan
Wayt

Cambridge Investment Research Advisors, Inc

CRD#3182221
Investment Advisor
in Austin, TX
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About this Advisor

Bryan Wayt is a certified financial planner who works out of Austin, Texas. Currently a registered investment advisor at Cambridge Investment Research Advisors, Inc, Wayt has 20 years of professional experience. Wayt maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Wayt can advise clients in Texas. Throughout their career, they have worked at Wayt Financial, H&R Block, The O.N. Equity Sales Company, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Alethes Mortgage and Envoy Morgage. Cambridge Investment Research Advisors, Inc is based out of Austin, Texas, and has 1,728 additional offices in the United States. Overall, Cambridge Investment Research Advisors, Inc manages $40 billion in assets across 225,374 accounts and retains more than 2,672 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 196,087 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3600 W Parmer Ln Ste 207
Austin, TX 78727

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$40,310,842,455

TX Average: $9,259,360,772
Total Number of Employees

2,672

TX Average: 166
Total Number of Accounts

225,374

TX Average: 7,189
Average Account Size

$178,862

TX Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Bryan Wayt Work History

Bryan has 20 years of experience.

2012 - Present (7 years)

Cambridge Investment Research, Inc

2012 - Present (7 years)

Cambridge Investment Research Advisors, Inc

2002 - 2010 (8 years)

Alethes Mortgage

2002 - 2010 (8 years)

Wayt Financial

2002 - 2010 (8 years)

Envoy Morgage

1999 - 2011 (12 years)

The O.N. Equity Sales Company

1998 - Present (21 years)

Wayt Financial

1998 - 2010 (12 years)

H&R Block

Disclosures

Bryan Wayt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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