Morgan Stanley
47yrs
Top advisor by experience in New York
4yrs
Bryan Sapp is a financial advisor in New York, New York, with 4 years in the industry. Bryan joined Exceed Advisory in 2026, a firm offering investment management. Bryan holds the CFA designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office79 Madison Ave. 3rd Floor, New York, NY 10016
FirmExceed Advisory
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.08 million
Advisors at the firm2
States licensed ?1 state
Services through Exceed Advisory
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Feb 2026 – nowExceed Advisory LLCCurrent firm
- Feb 2025 – Dec 2025Exceed Advisory LLCPreviously
- Feb 2023 – Dec 2023Exceed Advisory LLCPreviously
- Oct 2022 – Dec 2022Exceed Advisory LLCPreviously
Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bryan
How do I contact Bryan?
Call Exceed Advisory at 646-580-7046 and ask for Bryan Sapp. Bryan works from the New York, NY office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Bryan hold?
No exams are listed on the official record.
Is Bryan a fiduciary?
Bryan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Bryan paid?
Exceed Advisory reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Bryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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