Bryan Nicholas Garris
Investment adviser representative at Triagen Wealth Management LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$535.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- M.S. Howells & Co.May 2020 to now
- Triagen Wealth Management LLCMay 2020 to now
- UBS Financial Services IncDec 2008 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Triagen Wealth Management LLC
$535.2MAssets managed
351Clients
3Advisers
6 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
- 5386345
- Firm CRD
- 308457