John Andrew Bly
Investment adviser representative at Aprio Wealth Management, LLC
22 yearsExperience
1 stateRegistered in
$4.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Aprio Wealth Management, LLCNov 2019 to now
- Aprio Advisory GroupNov 2019 to now
- Aprio Risk Management, LLCNov 2019 to now
- HK Financial ServicesDec 2014 to Nov 2019
- Proequities IncNov 2014 to Nov 2019
- (dba) L B & A, Cpa, PllcSep 2004 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NC).
Aprio Wealth Management, LLC
$4.2BAssets managed
1,699Clients
37Advisers
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
- 5832172
- Firm CRD
- 127333