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Bryan E Mcwayne

BLUE JEAN FINANCIAL LLC·ALBANY, New York
SIE, Series 6, Series 7, Series 63, Series 65Clean record5 years registeredBLUE JEAN FINANCIAL LLC
125 WOLF ROAD, ALBANY, NY 12205CRD# 5682549Firm CRD# 331138

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan E Mcwayne · ALBANY, NY
Registration
CRD #5682549 · BLUE JEAN FINANCIAL LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

Jul 2024present
Jun 2021Jul 2024
Albany, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · June 24, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUE JEAN FINANCIAL LLC
CRD 331138 · SEC 801-130313
AUM
$77M
Regulatory assets under management
Employees
12
472 client accounts
Services offered by BLUE JEAN FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Bryan E Mcwayne offer?
Bryan E Mcwayne specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are Bryan E Mcwayne's credentials?
Bryan E Mcwayne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan E Mcwayne located?
Bryan E Mcwayne is based in ALBANY, New York, working with BLUE JEAN FINANCIAL LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Bryan E Mcwayne charge for services?
Bryan E Mcwayne's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE JEAN FINANCIAL LLC?
BLUE JEAN FINANCIAL LLC has approximately 12 employees and manages $77M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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