Unclaimed Profile

Bryan Anthony Wing

PAX FINANCIAL GROUP, LLC·SAN ANTONIO, Texas

SIE, Series 7, Series 66CFPClean record19 years registeredPAX FINANCIAL GROUP, LLC

270 NORTH LOOP 1604 EAST, SAN ANTONIO, TX 78232CRD# 5170305Firm CRD# 284164

Profile Verification

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

Identity

Bryan Anthony Wing · SAN ANTONIO, TX

Registration

CRD #5170305 · PAX FINANCIAL GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

PAX FINANCIAL GROUP

Jun 2016 – present

360 WEALTH MANAGEMENT, LLC

Nov 2013 – Sep 2016

SAN ANTONIO, TX

LPL FINANCIAL LLC

Mar 2010 – Oct 2015

SAN ANTONIO, TX

USAA FINANCIAL PLANNING SERVICES

Jan 2008 – Mar 2010

SAN ANTONIO, TX

MML INVESTORS SERVICES, INC.

Apr 2007 – Dec 2007

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 23, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PAX FINANCIAL GROUP, LLC

CRD 284164 · SEC 801-107918

AUM

$600M

Regulatory assets under management

Employees

4,098 client accounts

Services offered by PAX FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PAX FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Anthony Wing offer?

Bryan Anthony Wing specializes in Financial Planning, Investment Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Bryan Anthony Wing's credentials?

Bryan Anthony Wing holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bryan Anthony Wing located?

Bryan Anthony Wing is based in SAN ANTONIO, Texas, working with PAX FINANCIAL GROUP, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Bryan Anthony Wing charge for services?

Bryan Anthony Wing's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under pontera advisory. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PAX FINANCIAL GROUP, LLC?

PAX FINANCIAL GROUP, LLC has approximately 24 employees and manages $600M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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