Bryan Caulkins
Investment adviser representative at Proxy Wealth Advisors LLC
10 yearsExperience
2 statesRegistered in
$83.3MFirm assets
3 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
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2025 to now
- Cambridge Investment Research, Inc.Jun 2025 to now
- Proxy International LLCDec 2022 to now
- Proxy Strategic Partners LLCAug 2022 to now
- Proxy Financial CorpJul 2022 to now
- Proxy Freedom LLCJun 2022 to now
- Proxy Wealth Advisors LLCJul 2018 to now
- Proxy Capital PartnersAug 2017 to now
- United Planners' Financial Services of America A Limited PartnerSep 2022 to Jun 2025
- Dalmore Group LLCMay 2019 to Dec 2020
- Principal Life Insurance CompanyNov 2017 to Jul 2018
- Principal Securities IncNov 2017 to Jul 2018
- Bryan CaulkinsAug 2017 to Aug 2022
- UnemployedSep 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Proxy Wealth Advisors LLC
$83.3MAssets managed
614Clients
12Advisers
3 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
- 6489532
- Firm CRD
- 298080