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Detailed Report
BRYAN IAN GREENAWALT
CRD#: 5030047
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 BUTLER, PA
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 2060 MACKENZIE WAY
CRANBERRY TOWNSHIP, PA 16066
Registration History
20062008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2007 - Present (17 years)BWADDELL & REED, INC. (CRD# 866)2005 - 2007 (1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2011 - 2018 (6 years)
License(s)

State Registrations

B
Arizona 7/21/2023
B
Ohio 9/4/2007
B
California 9/19/2016
B
Oregon 4/9/2021
B
District of Columbia 8/8/2020
B
Pennsylvania 9/4/2007
B
Florida 1/8/2008
IA
Pennsylvania 7/13/2018
B
Georgia 9/18/2014
B
Puerto Rico 8/8/2020
B
Illinois 4/23/2020
B
South Carolina 9/18/2014
B
Indiana 9/9/2022
B
Tennessee 9/18/2014
B
Louisiana 3/21/2024
B
Texas 2/24/2016
B
Maryland 4/13/2023
IA
Texas 7/13/2018
B
Massachusetts 4/5/2024
B
Utah 5/10/2024
B
New Jersey 11/19/2020
B
Virginia 2/24/2016
B
New York 9/26/2007
B
West Virginia 3/12/2021
B
North Carolina 1/7/2022

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
BUTLER, PA
2060 MACKENZIE WAY, CRANBERRY TOWNSHIP, PA 16066
Registered with this firm since 7/13/2018
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
2060 MACKENZIE WAY, CRANBERRY TOWNSHIP, PA 16066
BUTLER, PA
Registered with this firm since 8/31/2007
Previous Registration(s)
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IA
 08/19/2011 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) CRANBERRY TOWNSHIP, PA
B
 10/04/2005 - 07/26/2007 WADDELL & REED, INC. (CRD#:866) MONROEVILLE, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.