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Robby Thomas Bryant

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.·SENECA, South Carolina
Series 65Clean record17 years registeredMAGNOLIA FINANCIAL PLANNING SERVICES, INC.
414 OLD CLEMSON HIGHWAY, SENECA, SC 29672CRD# 2948042Firm CRD# 135759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robby Thomas Bryant · SENECA, SC
Registration
CRD #2948042 · MAGNOLIA FINANCIAL PLANNING SERVICES, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

VERIDOS CAPITAL LLC
Jul 2024 – present
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
Mar 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 9, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759 · SEC 801-114454
AUM
$174M
Regulatory assets under management
Employees
4
257 client accounts
Services offered by MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MAGNOLIA FINANCIAL PLANNING SERVICES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Robby Thomas Bryant offer?
Robby Thomas Bryant specializes in Financial Planning, Investment Management. Contact their office in SENECA, South Carolina for a consultation.
What are Robby Thomas Bryant's credentials?
Robby Thomas Bryant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robby Thomas Bryant located?
Robby Thomas Bryant is based in SENECA, South Carolina, working with MAGNOLIA FINANCIAL PLANNING SERVICES, INC.. Their office serves clients in the SENECA metropolitan area and surrounding communities.
How does Robby Thomas Bryant charge for services?
Robby Thomas Bryant's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAGNOLIA FINANCIAL PLANNING SERVICES, INC.?
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. has approximately 4 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Jason Sidney White
SENECA, SC
CFP

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Research
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