Bryce Anthony Currier

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2017 → 08/2017
  Cummings Printing
  Hooksett, NH
• 06/2018 → 08/2018
  Cummings Printing
  Hooksett, NH
• 06/2019 → 08/2019
  Crown Tavern
  Manchester, NH
• 08/2016 → 05/2020
  University Of New Hampshire
  Durham, NH
• 01/2020 → 08/2020
  John Hancock Life Insurance
  Portsmouth, NH
• 09/2020 → 01/2021
  Unemployed
  Deerfield, NH
• 02/2021 → 03/2022
  Fidelity Investments
  Merrimack, NH
• 04/2022 → 03/2024
  Ml&R Wealth Management Llc
  Austin, TX
• 04/2024 → Present
  Creative Planning, Llc
  Austin, TX

Previous Registrations

• 2022-04-22 → 2024-05-29
  Ml&R Wealth Management Llc
  Austin, TX
• 2022-01-19 → 2022-03-11
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2022-01-14
• S63 Uniform Securities Agent State Law Examination
  2021-06-11

Other Names

• Bryce Currier