Unclaimed Profile

Marcus Bryant Richardson

TRUST ADVISORY GROUP LTD·BIRMINGHAM, Alabama

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66, Series 99TOClean record20 years registeredTRUST ADVISORY GROUP LTD

2 PERIMETER PARK SOUTH, BIRMINGHAM, AL 35243CRD# 3037932Firm CRD# 106926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marcus Bryant Richardson · BIRMINGHAM, AL

Registration

CRD #3037932 · TRUST ADVISORY GROUP LTD · 20 years registered

Brand Profile

Not yet started

Career History

TRUST ADVISORY GROUP LTD

Jan 2025 – present

STONEX ADVISORS INC.

Jun 2016 – present

STERNE AGEE ASSET MANAGEMENT, INC.

Jul 2006 – Jun 2016

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · July 10, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUST ADVISORY GROUP LTD

CRD 106926 · SEC 801-46919

AUM

$560M

Regulatory assets under management

Employees

2,056 client accounts

Services offered by TRUST ADVISORY GROUP LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUST ADVISORY GROUP LTD →

Introduction

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Frequently Asked Questions

What services does Marcus Bryant Richardson offer?

Marcus Bryant Richardson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Marcus Bryant Richardson's credentials?

Marcus Bryant Richardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcus Bryant Richardson located?

Marcus Bryant Richardson is based in BIRMINGHAM, Alabama, working with TRUST ADVISORY GROUP LTD. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Marcus Bryant Richardson charge for services?

Marcus Bryant Richardson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUST ADVISORY GROUP LTD?

TRUST ADVISORY GROUP LTD has approximately 43 employees and manages $560M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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