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Conor Bryant

Bryant Asset Mgt

1280 New Scotland Rd

Slingerlands, NY 12159

518-439-1141

About Bryant Asset Mgt

We provide great service:

Our entire team of financial advisors and staff are dedicated to our clients success and wellbeing. Leveraging the latest technology coupled with old-fashioned personal service, we do our very best to exceed our clients expectations every single day.

We educate:

We do much more than manage our clients money. We help them build a path to financial success and realization of their life goals through ongoing education and behavioral coaching.

We give back:

We are a locally-owned firm dedicated to giving back to our community through our Bryant Asset Generations Grant program, sponsorship of the annual Delmar Dash, and ongoing support of numerous charities and community organizations.

Conor Bryant is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Conor Bryant is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Conor Bryant is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Conor Bryant is required to act in a fiduciary capacity.


More information is available in Commonwealth’s Form CRS.

General Information

Firm Start Year

1951

No.of Employees

10-19

CRD#

5086002

Firm CRD#

8032

States Licensed in

AL, AZ, CA, CO, CT, DE, FL, GA, ID, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, VA, VT, WA, WI

Years of Experience in Financial Services

15

Number of Years with Current Firm

6

I work with the following types of clients

Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Money Management, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Insurance Products & Annuities, Estate Planning & Trusts, Tax Advice and Services, Investment Advice & Management

Services

Investment Types

Insurance, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Annuities, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, Via Phone, At my office, Via Email

Compliance

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CERTIFIED FINANCIAL PLANNER, CFF

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Life, Long Term Care, Variable Annuity, Variable Life, Annuity

Firm Information

Firm's Number of Clients

450

Assets Managed by Firm

$351 million

Compensation and Fees

Compensation Methods

Based on Assets

Disclosures

Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, FL, GA, ID, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.