Bryan Abbott, financial advisor San Antonio TX

Bryan Abbott

CRD Number: 2511275
Current Firm: S.b. Value Partners, LP

Bryan Abbott (CRD# 2511275) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Driver Management Company San Antonio, TX Dec 2022 - Current < 1
Sb Value Partners, LP San Antonio, TX Jul 2017 - Current 5
Broadway Brokerage Services, Inc. San Antonio, TX Nov 2005 - Jun 2017 11
Investment Professionals, Inc. San Antonio, TX Jun 1997 - Jun 2017 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1995
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Bryan E. Abbott
Phone Number: 844-728-2583
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,122
    MILLIONS
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $28,122,702
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CO, IN, MT, OR, TX

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