Bryce
Currier
Ml&R Wealth Management LLC
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About this Advisor
Bryce Currier is a financial advisor based in Austin, Texas with a total of 1 year of relevant experience. Currier is currently employed by Ml&R Wealth Management LLC. Over the course of their career, they have held roles at Concord High School, Cummings Printing, Crown Tavern, University Of New Hampshire, John Hancock Life Insurance, Fidelity Investments and Ml&R Wealth Management LLC. Currier maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Texas. Ml&R Wealth Management LLC is a financial advisory business that has its headquarters in Austin, TX. It has a total of 25 advisors. It handles $2 billion in assets between its 2,213 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 2,213 client accounts, 55% are held by high-net-worth investors who have more than $1 million in investable assets. Ml&R Wealth Management LLC offers a set of services, such as portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on which services are provided. However, fees charged by Ml&R Wealth Management LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ml&R Wealth Management LLC Brokerage Details
$1,538,101,732
25
2,213
$695,030
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Bryce Currier Work History
Bryce has been registered as a financial advisor for 1 years.*
Ml&R Wealth Management LLC
Fidelity Investments
John Hancock Life Insurance
Crown Tavern
Cummings Printing
Cummings Printing
University Of New Hampshire
Concord High School
*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 Bryce Currier 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 Ml&R Wealth Management LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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.
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