Bryan Kiss
Investment adviser representative at Helium Advisors LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$233.8MFirm 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
- Seminars and workshops
Experience
18 years in the industry.
- Helium Advisors LLCMay 2026 to now
- Truist BankJul 2019 to May 2026
- Fifth Third SecuritiesJun 2017 to Jun 2019
- Suntrust BankSep 2008 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
Helium Advisors LLC
$233.8MAssets managed
279Clients
5Advisers
4 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
- 6825150
- Firm CRD
- 282356