Unclaimed Profile

Bryant Willis Kirk

CAPACUITY LLC·LAKE MARY, Florida

SIE, Series 6, Series 7, Series 26, Series 63, Series 65, Series 99TOClean record24 years registeredCAPACUITY LLC

300 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 1049653Firm CRD# 297679

Profile Verification

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

Identity

Bryant Willis Kirk · LAKE MARY, FL

Registration

CRD #1049653 · CAPACUITY LLC · 24 years registered

Brand Profile

Not yet started

Career History

CAPACUITY LLC

Aug 2018 – present

VALMARK ADVISERS, INC.

Feb 2018 – Aug 2018

Heathrow, FL

NEWPORT GROUP SECURITIES, INC.

Nov 2001 – Jul 2016

HEATHROW, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · November 2, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPACUITY LLC

CRD 297679 · SEC 801-113636

AUM

$7.4B

Regulatory assets under management

Employees

86 client accounts

Services offered by CAPACUITY LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

View all advisors at CAPACUITY LLC →

Introduction

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Frequently Asked Questions

What services does Bryant Willis Kirk offer?

Bryant Willis Kirk specializes in Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.

What are Bryant Willis Kirk's credentials?

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

Where is Bryant Willis Kirk located?

Bryant Willis Kirk is based in LAKE MARY, Florida, working with CAPACUITY LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.

How does Bryant Willis Kirk charge for services?

Bryant Willis Kirk's firm is compensated through percentage of aum, subscription fees, other: fees associated with offset of affiliated broker dealer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPACUITY LLC?

CAPACUITY LLC has approximately 33 employees and manages $7.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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