Bryan M Wain
Investment adviser representative at Mio Partners, Inc.
10 yearsExperience
1 stateRegistered in
$59.6BFirm assets
34 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Mio Partners, Inc.Aug 2026 to now
- Morgan StanleyFeb 2025 to Jul 2026
- SignaturefdJun 2024 to Aug 2024
- Cannon Financial StrategistsAug 2023 to Oct 2024
- Sherwin-williamsJun 2023 to Jul 2023
- University of GeorgiaJan 2022 to Dec 2024
- Emory HealthcareDec 2021 to Jul 2022
- Atlanta BravesApr 2021 to Jul 2022
- Georgia State UniversityAug 2020 to May 2021
- Snee Farm Country ClubMay 2017 to Jun 2020
- Bishop England High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Mio Partners, Inc.
$59.6BAssets managed
1,050Clients
9Advisers
34 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
- 8022517
- Firm CRD
- 108637