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Bryan Paul Shipley

ARNERICH MASSENA, INC.·PORTLAND, Oregon
Clean record3 years registeredARNERICH MASSENA, INC.
650 NE HOLLADAY STREET, PORTLAND, OR 97232-2047CRD# 6764785Firm CRD# 116395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan Paul Shipley · PORTLAND, OR
Registration
CRD #6764785 · ARNERICH MASSENA, INC. · 3 years registered
Brand Profile
Not yet started
01

Career History

COLDSTREAM WEALTH MANAGEMENT
Jul 2024 – present
ARNERICH MASSENA, INC.
Jun 2023 – Aug 2024
PORTLAND, OR
02

Registrations & Exams

Registration record
First registered · June 30, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARNERICH MASSENA, INC.
CRD 116395 · SEC 801-61109
AUM
$1.7B
Regulatory assets under management
Employees
21
253 client accounts
Services offered by ARNERICH MASSENA, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ARNERICH MASSENA, INC. →
Introduction

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05

Frequently Asked Questions

What services does Bryan Paul Shipley offer?
Bryan Paul Shipley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Bryan Paul Shipley's credentials?
Bryan Paul Shipley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Paul Shipley located?
Bryan Paul Shipley is based in PORTLAND, Oregon, working with ARNERICH MASSENA, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Bryan Paul Shipley charge for services?
Bryan Paul Shipley's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets to which we consult. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARNERICH MASSENA, INC.?
ARNERICH MASSENA, INC. has approximately 21 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARNERICH MASSENA, INC.

Reegan Elizabeth Rae
PORTLAND, OR
Christopher John Van Dyke
PORTLAND, OR
Karl Edward Hausafus
PORTLAND, OR
Ryan Michael Cunningham
PORTLAND, OR
Ryland Bennett Moore
PORTLAND, OR
David Andrew Nute
PORTLAND, OR

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Research
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