Invista Advisors

CRD 282899 · Montgomery, AL · $443.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 282899
SEC number: 801-107431
Firm type: RIA
Assets under management: $443.5M as of Mar 31, 2026
Website: www.linkedin.com/in/jason-bryant-aif%C2%AE-0a05b27 ↗
Phone: (334) 387-0094
Address: 350 Leavell Circle, Montgomery, AL, 36117

Advisors at this firm

7 in our index · page 1 of 1

Michael James BarrancoCRD 4825738 · Montgomery, AL

IA Registered

Disclosure event(s) on record
Michael Austin BarrancoCRD 6358281 · Montgomery, AL

IA RegisteredBroker
David Chadwick ConolyCRD 7774038 · Montgomery, AL

IA Registered
Lisa Marie FreeCRD 5724349 · Montgomery, AL

IA RegisteredBroker
Jessica Miles HemardCRD 7761037 · Auburn, AL

IA Registered
Carl Brandt McdonaldCRD 1968938 · Montgomery, AL

IA RegisteredRegistration inactive
Mary Kathryn SmithCRD 2369000 · Montgomery, AL

IA RegisteredBroker

Source & corrections

Where this page comes from

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