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Bryan + Foronjy - Financial Advisor in Santa Barbara, CA

Paladin Research Report For:

Bryan Foronjy

Foronjy Financial

401 Chapala St #105
Santa Barbara, CA 93101
805-880-9444

General Information

Firm Start Year
  • 2015
No.of Employees
  • 2-4
CRD#
  • 4978922
Firm CRD#
  • 283824
Insurance License#
  • CA Insurance License # 0F84170
Name of Broker/Dealer
  • LPL Financial
Name of Custodial Firm
  • LPL Financial
States Licensed in
  • AL, AZ, CA, FL, MA, MI, NV, NY, OH, OR, VA, WA, WI, WY
Years of Experience in Financial Services
  • 14
Number of Years with Current Firm
  • 6
Work Experience
  • Before founding Foronjy Financial in 2015, Bryan worked for a decade as a Senior Account Executive at Fidelity Investments in Santa Barbara, CA.
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 66, Series 10, Series 7
Insurance and Annuity Licenses
  • Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Firm's Number of Clients
  • 110
Firm's Number of Planning Clients
  • 110
Firm's Number of Managed Clients
  • 110
Assets Managed by Firm
  • 135000000
Advisor's Number of Clients
  • 110
Advisor's Number of Managed Clients
  • 110
Advisor's Number of Planning Clients
  • 110
Assets Managed by Advisor
  • $135000000

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250000
Fee % Based on Assets
  • 1.0
Additional Details on Charges
  • Our fees are based on a schedule which is dependent on the amount of funds that we are managing for a client. For example if someone has between $500000 and $1000000 under management, we charge 1% annually. If someone has greater than $1000000 then we discount the fee by 1% of the 1% for every additional $100000 that we manage.

Education

Bachelors of Science Degree -
  • San Diego State University
    08/20/2004 - 05/20/2006

Disclaimer

The Financial Consultants of Foronjy Financial are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group LLC, a registered investment advisor. Strategic Wealth Advisors Group LLC and Foronjy Financial are separate entities from LPL Financial. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA, FL, MA, MI, NV, NY, OH, OR, VA, WA, WI, WY

BASIC INFORMATION NEEDED FOR THE INQUIRY