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Bison Wealth, LLC CRD 299805
$2.74B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-10 |
| CT | RA | APPROVED | 2025-01-03 |
| NY | RA | APPROVED | 2025-01-03 |
Branch Locations
Huntington, NY • United States
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo/Wells Fargo Clearing Services, Llc | Melville | NY | 11/2012 | 02/2018 |
| Capital Bank & Trust Company | New York | NY | 02/2018 | 07/2021 |
| Capital Group Private Client Services, Inc. | Los Angeles | CA | 07/2021 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Melville | NY | 04/2013 | 02/2018 |
| Bison Wealth, Llc | Huntington | NY | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-02 |
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