Bryan Keefe Fiore
Investment adviser representative at Uhler Vertich White Advisors
30 yearsExperience
2 statesRegistered in
$513.7MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Uhler Vertich White Advisors, LLCJan 2022 to now
- Raymond James Financial ServicesNov 2021 to now
- West Pasco Youth Soccer Association, IncMay 2025 to Jul 2026
- Lee County Strikers Youth Soccer ClubMay 2023 to Jul 2026
- Uhler and Vertich Financial Planners, LLCNov 2021 to Jun 2023
- Annex Wealth MangementNov 2019 to Oct 2021
- TD Ameritrade Investment Management, LLCFeb 2018 to Oct 2019
- TD Ameritrade, Inc.Feb 2018 to Oct 2019
- Scottrade, Inc.Oct 1996 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Uhler Vertich White Advisors
Legal name: Uhler Vertich White Advisors, LLC
$513.7MAssets managed
424Clients
7Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2633690
- Firm CRD
- 130716