John
Bly
Aprio Wealth Management, LLC
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About this Advisor
John Bly is a financial advisor working in Matthews, North Carolina, who has 4 years of industry experience. Bly works at Aprio Wealth Management, LLC. Over the course of their career, Bly has held roles at H F Financial, Mml Investor Services, (Dba) L B & A, Cpa, Pllc, Massmutual Financial Group, Proequities Inc, Hk Financial Services, Aprio Risk Management, LLC, Aprio Wealth Management, LLC and Aprio Llp. Bly holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Aprio Wealth Management, LLC is a financial advisory firm headquartered in Atlanta, GA. The firm has offices in 12 locations and a total of 22 people on staff. It controls $1 billion in assets across its 1,457 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to five charities and foundations. Of its 1,457 accounts, 20% belong to high-net-worth clients who have more than $1 million in investable assets. Aprio Wealth Management, LLC provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fee schedules typically vary depending on the financial services. However, fee types billed by Aprio Wealth Management, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aprio Wealth Management, LLC Brokerage Details
$1,317,815,906
22
1,457
$904,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
John Bly Work History
John has been registered as a financial advisor for 4 years.*
Aprio Risk Management, LLC
Aprio Wealth Management, LLC
Aprio Llp
Proequities Inc
Hk Financial Services
H F Financial
Mml Investor Services
Massmutual Financial Group
(Dba) L B & A, Cpa, Pllc
*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 John Bly 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 Aprio Wealth Management, LLC
Cincinnati, OH
Atlanta, GA
Walnut Creek, CA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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