Partner
Current
Oct 2022 - Present
AeroLeads people directory · profile
Bryan Burdick Email & Phone Number
Partner at Solid Point Wealth Advisors
at
Solid Point Wealth Advisors
1 work email found
@cleargov.com
1 phone found area 855
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Partner at Solid Point Wealth Advisors
Location
Lewiston, Michigan, United States
Who is Bryan Burdick? Overview
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Quick answer
Bryan Burdick is listed as Partner at Solid Point Wealth Advisors at Solid Point Wealth Advisors, based in Lewiston, Michigan, United States. AeroLeads shows a work email signal at cleargov.com, phone signal with area code 855, and a matched LinkedIn profile for Bryan Burdick.
Bryan Burdick previously worked as Partner at Solid Point Wealth Advisors and Senior Portfolio Strategist at Sandhill Investment Management. Bryan Burdick holds Master Of Business Administration - Mba from University Of Rochester.
Company email context
Email format at Solid Point Wealth Advisors
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{first_initial}{last}@cleargov.com
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AeroLeads found 1 current-domain work email signal for Bryan Burdick. Compare company email patterns before reaching out.
Profile bio
About Bryan Burdick
I am a well-rounded investment professional with a strong track record of success aiding advisor teams by analyzing investment and wealth management solutions for clients. With more than 14 years of experience, both working with clients directly, and assisting advisors, I am excited to bring my knowledge and skillset to Solid Point Wealth Advisors. As a founding partner my focus will be on providing our clients the best wealth management experience possible.
Current workplace
Bryan Burdick's current company
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5 roles · 22 years
Bryan Burdick work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Strategist
- Built and calculated all historical and relevant data to the firms strategies based on the existing long-term track record. - Created a factsheet and pitch book as well as additional marketing materials more relevant to current markets.- Worked with the Advisory Team to find, source, and create a documented process for using third-party mutual funds for.
Nov 2019 - Jul 2022
Senior Investment Consultant
- Led a small team to develop additional investment solutions utilizing internal products that are scalable to address the ingoing needs of clients, advisors, and third-party vendors. Gathered $762MM in new assets, starting from 0, over the past three years. Over that team period the largest new business win from our legacy product set was $20mm.- Gained.
Jan 2015 - Nov 2019
Risk Management Analyst
- Created a $20MM Private Equity fund-of-fund portfolio by individually selecting deals for an ultra-HNW family. Selected roughly 25 LP's for investment out of approximately 500 deals over a seven-year period, which generated roughly a 2.8X IRR since inception.- Served as the primary alternative investment analyst for our proprietary Multi-Manager product.
2007 - 2015
~8 yrs
Personal Banking Officer
2004 - 2006
~2 yrs
2 education records
Bryan Burdick education
Master Of Business Administration - Mba
Bachelor Of Science - Bs, Mathematics
FAQ
Frequently asked questions about Bryan Burdick
Quick answers generated from the profile data available on this page.
What company does Bryan Burdick work for?
Bryan Burdick works for Solid Point Wealth Advisors.
What is Bryan Burdick's role at Solid Point Wealth Advisors?
Bryan Burdick is listed as Partner at Solid Point Wealth Advisors at Solid Point Wealth Advisors.
What is Bryan Burdick's email address?
AeroLeads has found 1 work email signal at @cleargov.com for Bryan Burdick at Solid Point Wealth Advisors.
What is Bryan Burdick's phone number?
AeroLeads has found 1 phone signal(s) with area code 855 for Bryan Burdick at Solid Point Wealth Advisors.
Where is Bryan Burdick based?
Bryan Burdick is based in Lewiston, Michigan, United States while working with Solid Point Wealth Advisors.
What companies has Bryan Burdick worked for?
Bryan Burdick has worked for Solid Point Wealth Advisors, Sandhill Investment Management, Manning & Napier, and Hsbc.
How can I contact Bryan Burdick?
You can use AeroLeads to view verified contact signals for Bryan Burdick at Solid Point Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Bryan Burdick attend?
Bryan Burdick holds Master Of Business Administration - Mba from University Of Rochester.
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