Bryan Keith Stanfill

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2002 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Mooresville, NC

Previous Registrations

• 2006-03-29 → 2024-08-23
  Triad Advisors Llc
  Mooresville, NC
  Mooresville, NC
  Mooresville, NC
  Mooresville, NC

Other Businesses

1. FINANCIAL STRATEGIES OF LAKE NORMAN INC. POSITION: PRESIDENT NATURE: CLOSELY HELD FAMILY CORPORATIONS 50/50 WITH MY SISTER INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 01/01/1996 ADDRESS: 347 North Main Street, Suite 204-A, Mooresville NC 28115, United States DESCRIPTION: FINANCIAL SERVICES PROFESSIONAL ASSISTING CLIENTS WITH RETIREMENT AND ESTATE PLANNING, ASSET PROTECTION AND TAX PLANNING. 2. MULTIPLE INSURANCE PROVIDERS POSITION: BROKER NATURE: LIFE, DISABILITY, AND LTC INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 7 START DATE: 01/01/1985 ADDRESS: 347 North Main Street, Suite 204-A, Mooresville NC 28115, United States DESCRIPTION: ASSIST CLIENTS WITH THEIR RISK AND ASSET PROTECTION NEEDS AS PART OF THEIR COMPREHENSIVE FINANCIAL PLAN.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-23
• S65 Uniform Investment Adviser Law Examination
  1999-02-24
• S63 Uniform Securities Agent State Law Examination
  1987-03-10

Designations

• Chartered Financial Consultant