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Bryce Edmister

Masonboro Advisors

Wilmington, NC

CRD 7200853

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Employer firm

Masonboro Advisors CRD 145151

$206M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Masonboro Advisors

5815 Oleander Drive Suite 260, Wilmington, NC 28403 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-02-16
  • NC RA
    APPROVED
    Since 2023-02-16

Branch Locations

5815 Oleander Drive Suite 260, Wilmington, NC 28403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rounds Golf Lounge Wilmington NC 10/2017 11/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2019 05/2021
Northwestern Mutual Investment Services Llc Wilmington NC 12/2019 05/2021
Edmister Enterprises Wilmington NC 06/2016 10/2017
Real Results Personal Training Wilmington NC 06/2016 10/2017
Omnistar Financial Group, Inc. Wilmington NC 05/2021 01/2023
Glasgow & Associates, Llc Wilmington NC 02/2023 Present
  • 10/2017 → 11/2019
    Rounds Golf Lounge
    Wilmington, NC
  • 12/2019 → 05/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2019 → 05/2021
    Northwestern Mutual Investment Services Llc
    Wilmington, NC
  • 06/2016 → 10/2017
    Edmister Enterprises
    Wilmington, NC
  • 06/2016 → 10/2017
    Real Results Personal Training
    Wilmington, NC
  • 05/2021 → 01/2023
    Wilmington, NC
  • 02/2023 → Present
    Glasgow & Associates, Llc
    Wilmington, NC
Previous Registrations
Other Businesses

1. LICENSED INSURANCE AGENT, SELF, 305 Tanbridge Road, Wilmington, NC 28405. Independent Insurance Agent selling various insurance products except for variable annuities. Investment Related. Started 2019. 4 HRS/Month. 0 HRS During Normal Trading HRS. 2. Landfall Country Club. Volunteer Committee Member. I am a Member of Landfall CC Greens Committee, 800 Sun Runner Place, Wilmington, NC 28405. Member of Landfall CC Greens Committee. Non-Investment Related. Started 2022. 4 HRS/Month. 0 HRS During Normal Trading HRS. 3. BE Legacy Corp., Investment Related. 305 Tanbridge Road, Wilmington, NC 28405, Business entity to run advisory compensation and expense. Started January 2025. 0 HRS/Month, 0 HRS During Normal Trading Hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-29
S63 Uniform Securities Agent State Law Examination 2020-05-13
  • S65 Uniform Investment Adviser Law Examination
    2021-05-29
  • S63 Uniform Securities Agent State Law Examination
    2020-05-13
Designations
  • Certified Financial Planner
Other Names
  • Bryce Edmister

View on SEC IAPD

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