Bryant Abramowitz is a registered investment advisor at Capital Investment Advisors, LLC, based in Tampa, FL, with 14 years of industry experience. Bryant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 4,698 clients with $6.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
4,698 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiable in limited instances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

The Pointe, 2502 N. Rocky Point Drive, Suite 675, Tampa, FL, 33607

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Capital Investment Advisors, LLC
October 2018 - Present · 7 yrs 6 mos
Previous Registrations
Quasar Distributors, LLCBroker
September 2017 - October 2018 · 1 yr 1 mo
Northcoast Asset Management LLC
August 2017 - October 2018 · 1 yr 2 mos
Charles Schwab & CO., INC.
May 2016 - August 2017 · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
May 2016 - August 2017 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2013 - April 2016 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2013 - April 2016 · 2 yrs 5 mos
Strategic Advisers, INC.
November 2011 - March 2013 · 1 yr 4 mos
Fidelity Brokerage Services LLCBroker
December 2010 - March 2013 · 2 yrs 3 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.