BC
BC

Bryan Dennis Carpenter

15 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
85 advisors
Number of Clients
12,065 clients
Average Client Portfolio
$26.4M average
Assets Under Management
$318.0B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

101 Seaport Blvd, 11th Floor, Boston, MA, 02210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Allspring Funds Management, LLC
August 2022 - Present · 3 yrs 6 mos
Allspring Funds Distributor, LLC
August 2022 - Present · 3 yrs 6 mos
Allspring Funds Distributor, LLCBroker
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Natixis Advisors, LLC
October 2014 - July 2022 · 7 yrs 9 mos
Natixis Distribution, LLCBroker
September 2014 - July 2022 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - January 2013 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - January 2013 · 3 yrs 3 mos
Banc of America Investment Services, INC.
June 2009 - October 2009 · 4 mos
Banc of America Investment Services, INC.Broker
November 2008 - October 2009 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bryan Dennis Carpenter - Financial Advisor | TrueAdvisor