Nicholas Stephen melo Bryan
Investment adviser representative at Abound Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Abound Wealth Management, LLCApr 2022 to now
- DeloitteAug 2020 to Apr 2022
- SourcehiveJan 2020 to Aug 2020
- Brigham Young UniversityJan 2014 to Jan 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Abound Wealth Management, LLC
$1.9BAssets managed
936Clients
16Advisers
9 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
- 7970040
- Firm CRD
- 285903