Unclaimed Profile

Bryan Keefe Fiore

UHLER VERTICH WHITE ADVISORS, LLC·FORT MYERS, Florida

SIE, Series 7, Series 24, Series 63, Series 66Clean record9 years registeredUHLER VERTICH WHITE ADVISORS, LLC

1510 ROYAL PALM SQUARE BOULEVARD, FORT MYERS, FL 33919-1068CRD# 2633690Firm CRD# 130716

Profile Verification

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

Identity

Bryan Keefe Fiore · FORT MYERS, FL

Registration

CRD #2633690 · UHLER VERTICH WHITE ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

UHLER VERTICH WHITE ADVISORS

Jan 2022 – present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Nov 2021 – present

ANNEX WEALTH MANAGEMENT, LLC

Dec 2019 – Oct 2021

Naples, FL

TD AMERITRADE, INC.

Feb 2018 – Nov 2019

FT. MYERS, FL

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Feb 2018 – Nov 2019

FT. MYERS, FL

SCOTTRADE INVESTMENT MANAGEMENT

Feb 2017 – Feb 2018

Ft. Myers, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · February 27, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UHLER VERTICH WHITE ADVISORS, LLC

CRD 130716 · SEC 801-62896

AUM

$466M

Regulatory assets under management

Employees

952 client accounts

Services offered by UHLER VERTICH WHITE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UHLER VERTICH WHITE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Keefe Fiore offer?

Bryan Keefe Fiore specializes in Financial Planning, Investment Management. Contact their office in FORT MYERS, Florida for a consultation.

What are Bryan Keefe Fiore's credentials?

Bryan Keefe Fiore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Keefe Fiore located?

Bryan Keefe Fiore is based in FORT MYERS, Florida, working with UHLER VERTICH WHITE ADVISORS, LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.

How does Bryan Keefe Fiore charge for services?

Bryan Keefe Fiore's firm is compensated through percentage of aum, other: 3rd party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UHLER VERTICH WHITE ADVISORS, LLC?

UHLER VERTICH WHITE ADVISORS, LLC has approximately 10 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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