Bryant R Carpenter
Investment adviser representative at Sagespring Wealth Partners
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.5BFirm 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 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
Experience
14 years in the industry.
- Sagespring Wealth Partners LLCFeb 2025 to now
- Raymond James and Associates, Inc.Nov 2020 to Feb 2025
- Cnl Securities CorpApr 2018 to Nov 2020
- UnemployedApr 2017 to Mar 2018
- Cnl SecuritiesAug 2012 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Sagespring Wealth Partners
$8.5BAssets managed
11,623Clients
126Advisers
10 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
- 5901264
- Firm CRD
- 283515