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Bryan Lee Burdick

SOLID POINT WEALTH ADVISORS, LLC·QUEENSBURY, New York
Unclaimed Profile
9 KENYON DRIVE, QUEENSBURY, NY 12804CRD# 4811213Firm CRD# 323093
01

About

Bryan Lee Burdick is a registered financial advisor based in QUEENSBURY, New York, affiliated with SOLID POINT WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SOLID POINT WEALTH ADVISORS, LLC
SOLID POINT WEALTH ADVISORS, LLC
AUM
$46M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SOLID POINT WEALTH ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4811213
Firm CRD# 323093
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryan Lee Burdick offer?
Bryan Lee Burdick specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in QUEENSBURY, New York for a consultation.
What are Bryan Lee Burdick's credentials?
Bryan Lee Burdick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Lee Burdick located?
Bryan Lee Burdick is based in QUEENSBURY, New York, working with SOLID POINT WEALTH ADVISORS, LLC. Their office serves clients in the QUEENSBURY metropolitan area and surrounding communities.
How does Bryan Lee Burdick charge for services?
Bryan Lee Burdick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLID POINT WEALTH ADVISORS, LLC?
SOLID POINT WEALTH ADVISORS, LLC has approximately 6 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in QUEENSBURY
Sean Lewis Berger — ADIRONDACK RETIREMENT SPECIALISTS, INC.Christopher Bradford Roop — SOLID POINT WEALTH ADVISORS, LLCAdam Michael Mark — ADIRONDACK RETIREMENT SPECIALISTS, INC.Antony John Desorbo — SOLID POINT WEALTH ADVISORS, LLCMichael Bristol — SOLID POINT WEALTH ADVISORS, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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