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Bryan Patrick Sapp

Exceed Advisory LLC

Oregon, WI

New York, NY

CRD 7649114

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Employer firm

Exceed Advisory LLC CRD 170403

$119M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

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

Current Employers
Exceed Advisory Llc

79 Madison Ave. 3Rd Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-03
  • WI RA
    APPROVED
    Since 2026-02-03

Branch Locations

Oregon, WI • United States

79 Madison Ave. 3Rd Floor, New York, NY 10016 • 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
Exceed Investments New York NY 10/2022 Present
Schaeffer's Investment Research Cincinnati OH 03/2009 10/2022
  • 10/2022 → Present
    Exceed Investments
    New York, NY
  • 03/2009 → 10/2022
    Schaeffer's Investment Research
    Cincinnati, OH
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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