Taylor Daniel Bryant
Investment Adviser Representative at Independent Advisor Alliance, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Taylor Daniel Bryant is an investment adviser representative with Independent Advisor Alliance, LLC in Charlotte, NC, where they have been registered since 2026. They have worked in the securities industry since 2011 and have been registered with 3 firms, including Charlotte Wealth Management, LLC and LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina, South Carolina, and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina, South Carolina, Texas
- Broker:
4 states and territories
Nevada, North Carolina, South Carolina, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial, LLCMar 2011 – no end date reportedCharlotte, NC
- Charlotte Wealth Management, LLCApr 2021 – no end date reportedCharlotte, NC
- LPL Financial LLCOct 2011 – Apr 2021Charlotte, NC
- Charlotte Wealth ManagementOct 2010 – Apr 2021Charlotte, NC
- Independent Advisor AllianceApr 2026 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Independent Advisor Alliance, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 303
- Offices listed on AdvisorFinder:
- 115
- Main office:
- Charlotte, NC
- Founded:
- 1993
- SEC file number:
- 801-78808
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Independent Advisor Alliance, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Taylor Daniel Bryant has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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