Bryce P Carey

Employer firm

Northlanding Financial Partners, LLC CRD 167055

$152M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 09/2016
  Wall Street Financial Group, Inc.
  Fairport, NY
• 01/2011 → 09/2016
  High Falls Advisors
  Rochester, NY
• 09/2016 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 04/2013 → Present
  Northlanding Financial Partners, Llc
  Rochester, NY

Previous Registrations

• 2017-01-06 → 2020-12-31
  Northlanding Financial Partners, Llc
  Rochester, NY
• 2016-11-21 → 2016-12-31
  Northlanding Financial Partners, Llc
  Rochester, NY
• 2012-12-17 → 2016-09-02
  Wall Street Financial Group, Inc.
  Victor, NY
  Rochester, NY
  Rochester, NY

Other Businesses

1. Northlanding Financial Partners, LLC, Start: 04/08/13, 90 Linden Oaks Suite 220 Rochester, NY 14625, RIA, COO and IAR, Investment related, 160 hours per month, 8 hours per day during trading hours. 2. Independent Insurance Agent, Sole Proprietor, Start: 05/01/13, 90 Linden Oaks Suite 220 Rochester, NY 14625, Insurance Agency/Agent, Sale of Fixed annuities, Not Investment related, 5 hours per month, <1 hour per day during trading hours. 3. BPCB Wealth Planning Corp, Start Date: 09/28/2021, 90 Linden Oaks., Ste, 220, Rochester, NY 14625, S-Corp, Administrative Operations, Owner, Owner & Sole Employee of Entity, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-16

Designations

• Certified Financial Planner