Bryan Michael Totri

Employer firm

St. John & Associates, Inc. CRD 124778

$128M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

St. John & Associates, Inc.

500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA 30076-1441 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-03-05
GA	RA	APPROVED	2009-06-16

FL RA
APPROVED

Since 2024-03-05
GA RA
APPROVED

Since 2009-06-16

Branch Locations

500 Sun Valley Drive Suite D-3 & D-4, Roswell, GA 30076-1441 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
St. John & Associates, Inc.	Roswell	GA	05/2007	Present

05/2007 → Present

St. John & Associates, Inc.

Roswell, GA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-08-30

S63 Uniform Securities Agent State Law Examination

1991-08-30

Designations

Certified Financial Planner

View on SEC IAPD

Employer firm

Current Employers

St. John & Associates, Inc.

Disclosures

Employment History

Exams

Designations

Nearby Firms

Nearby Investors

Nearby Offices

Reviews