Unclaimed Profile

Bryant Elias Andrus

KEATS, CONNELLY AND ASSOCIATES, LLC·PHOENIX, Arizona

Series 7, Series 66Clean record18 years registeredKEATS, CONNELLY AND ASSOCIATES, LLC

3336 N. 32ND STREET, PHOENIX, AZ 85018-6241CRD# 5054636Firm CRD# 148884

Profile Verification

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

Identity

Bryant Elias Andrus · PHOENIX, AZ

Registration

CRD #5054636 · KEATS, CONNELLY AND ASSOCIATES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

SBC INVESTMENT MANAGEMENT, LLC

Apr 2020 – present

KEATSCONNELLY

Feb 2009 – Jun 2018

PHOENIX, AZ

CROSS BORDER TAX & ACCOUNTING, LLC

Jun 2008 – Oct 2011

PHOENIX, AZ

KEATS CONNELLY AND ASSOCIATES INC.

Jun 2008 – Jun 2010

PHOENIX, AZ

USAA INVESTMENT MANAGEMENT COMPANY

Sep 2007 – May 2008

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 11, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEATS, CONNELLY AND ASSOCIATES, LLC

CRD 148884 · SEC 801-69866

Employees

Total firm employees

Services offered by KEATS, CONNELLY AND ASSOCIATES, LLC

Per Form ADV

Financial planning

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KEATS, CONNELLY AND ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Bryant Elias Andrus offer?

Bryant Elias Andrus specializes in Financial Planning. Contact their office in PHOENIX, Arizona for a consultation.

What are Bryant Elias Andrus's credentials?

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

Where is Bryant Elias Andrus located?

Bryant Elias Andrus is based in PHOENIX, Arizona, working with KEATS, CONNELLY AND ASSOCIATES, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Bryant Elias Andrus charge for services?

Bryant Elias Andrus's firm is compensated through hourly charges, subscription fees, other: adviser referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEATS, CONNELLY AND ASSOCIATES, LLC?

KEATS, CONNELLY AND ASSOCIATES, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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