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.

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, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

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

Investment Types

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

I can meet clients in the following ways

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

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

Certifications, Accreditations & Designations

CFP^®, CERTIFIED FINANCIAL PLANNER, CFF

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

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

Firm's Number of Clients

450

Assets Managed by Firm

$351 million

Compensation Methods

Based on Assets

https://adviserinfo.sec.gov/firm/brochure/8032
https://content.commonwealth.com/media/WiserAdvisor_Solicitor_DisclosureDoc_Conor_Bryant_Shawn_Maloney_and_Reid_Prinzo.pdf

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.