Taylor
Bryan

Riverfront Investment Group, LLC

CRD#7025216
Investment Advisor
in Richmond, VA

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About this Advisor

Taylor Bryan is a financial advisor based in Richmond, Virginia, working with Riverfront Investment Group, LLC. Taylor has previously held positions at Alps Distributors, Inc, Riverfront Investment Group, Full Time Education - University Of Virginia, Edelman Financial Services, The Dominion Club, and Roots Natural Kitchen. Taylor has passed the Series 63 regulatory exam and is registered to provide services in Virginia. Currently, Taylor is part of Riverfront Investment Group, LLC, which operates out of Richmond, Virginia. The firm has 50 employees and manages assets totaling $751.1 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at Riverfront Investment Group, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets

Office Location

1214 East Cary Street
Richmond, VA 23219

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Riverfront Investment Group, LLC Brokerage Details

Total Assets Under Management

$751,084,541

VA Average: $1,835,309,194
Total Number of Employees

50

VA Average: 32
Total Number of Accounts

485

VA Average: 1,458
Average Account Size

$1,548,628

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Taylor Bryan Work History

2021 - Present (3 years)

Riverfront Investment Group

2018 - Present (6 years)

Alps Distributors, Inc

2018 - 2021 (3 years)

Riverfront Investment Group

2017 - 2018 (1 year)

Full Time Education - University Of Virginia

2017 - 2017 (< 1 year)

Riverfront Investment Group

2016 - 2017 (1 year)

Full Time Education - University Of Virginia

2016 - 2016 (< 1 year)

Edelman Financial Services

2015 - 2016 (1 year)

Full Time Education - University Of Virginia

2015 - 2015 (< 1 year)

The Dominion Club

2015 - 2016 (1 year)

Roots Natural Kitchen

2014 - 2015 (1 year)

Full Time Education - University Of Virginia

2014 - 2014 (< 1 year)

The Dominion Club

Disclosures

Please visit the SEC profile of Taylor 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 Riverfront Investment Group, LLC

David Forrest
Richmond, VA
Robert Elliott
Richmond, VA
Taylor Bryan
Richmond, VA
Jackson Tavenner
Richmond, VA
Charlotte Legrand
Richmond, VA
Diego Marti Vertiz
Richmond, VA
Bradford Wear
Richmond, VA
George Michael
Richmond, VA

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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