Bryan Patrick Sapp

CFA

Exceed Advisory LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment Management

Exceed Advisory LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

69 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$76.7M

Fee Structure

Financial Planning:Investment management only

Location

79 Madison Ave., 3rd Floor, New York, NY, 10016

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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.

Employment History

Current Registrations

Exceed Advisory LLC

February 2025 - Present · 1 yr

Previous Registrations

Exceed Advisory LLC

February 2023 - December 2023 · 10 mos

Exceed Advisory LLC

October 2022 - December 2022 · 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.