Bryan A. Wing

PAX FINANCIAL GROUP

San Antonio, TX 78232

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CRD#: 5170305

Professional summary

Bryan Anthony Wing, CFP®, CPWA®, who also goes by Byran Wing, is a registered financial advisor currently at PAX FINANCIAL GROUP located in San Antonio, Texas.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bryan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Byran Wing

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

07/19/2011 - No Business Name - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - I SELL NON-VARIABLE LIFE AND DISABILITY INCOME INSURANCE. - 20% Time Spent CASA CHILD AVOCATES SAN ANTONIO NO-PROFIT ORGANIZATION BOARD MEMBER SINCE 07/2024 NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Anthony Wing's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-08-31

Expire date: 2023-07-31

Experience

Current

June 13, 2016 - Present

PAX FINANCIAL GROUP

Office #1: 270 North Loop 1604 East Suite 200, San Antonio, TX 78232

RIA

CRD#: 284164

San Antonio, TX

Past

November 20, 2013 - September 14, 2016

ADVISOR RESOURCE COUNCIL

RIA

CRD#: 164109

SAN ANTONIO, TX

Past

March 19, 2010 - July 17, 2017

LPL FINANCIAL LLC

CRD#: 6413

SAN ANTONIO, TX

Past

March 18, 2010 - October 28, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN ANTONIO, TX

Past

January 14, 2008 - March 11, 2010

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

SAN ANTONIO, TX

Past

January 14, 2008 - March 11, 2010

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN ANTONIO, TX

Past

April 23, 2007 - December 31, 2007

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SAN ANTONIO, TX

Past

July 19, 2006 - December 31, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PAX FINANCIAL GROUP

PAX FINANCIAL GROUP | PAX FINANCIAL GROUP, LLC | PAX FINANCIAL GROUP INSURANCE SERVICES

CRD#: 284164 / SEC#: 801-107918

RIA

Registered Investment Advisory firm - (6/3/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/13/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/31/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2006

General Securities Representative Examination

Current Firm

PAX FINANCIAL GROUP

PAX FINANCIAL GROUP | PAX FINANCIAL GROUP, LLC | PAX FINANCIAL GROUP INSURANCE SERVICES

CRD#: 284164 / SEC#: 801-107918

RIA

Registered Investment Advisory firm - (6/3/2016 Approved)

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Contact information

Main Address

270 North Loop 1604 East Suite 200, San Antonio, TX 78232

Mailing Address

Phone number

(210) 881-5700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE (7/9/2025)

ADV 2A - FIRM DISCLOSURE BROCHURE (7/9/2025)

Regulatory assets under management

Total Number of Accounts	4,249
AUM (Assets Under Management)	$ 728,473,115

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bryan A. Wing

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Anthony Wing's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISOR RESOURCE COUNCIL

LPL FINANCIAL LLC

LPL FINANCIAL LLC

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

PAX FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2006

SIE

Date: 7/17/2017

Series 7

Date: 7/18/2006

Current Firm

PAX FINANCIAL GROUP

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PAX FINANCIAL GROUP

TRUST BUT VERIFY

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