Lance Bryan

from Matrix Private Capital Group
SEC regulated
Regulated Investment Advisor
Lance Bryan is a financial advisor based in New York, New York, with 22 years of experience. Lance currently works for Matrix Private Capital Group. Lance maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Lance Bryan works at Matrix Private Capital Group
Matrix Private Capital Group is a financial advisory firm based in New York, New York. It currently has approximately $515,773,025 of assets under management and employs about 14 people. Matrix Private Capital Group uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
400 Park Ave, Suite 610, New York, New York, 10022

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting