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Bryant Maloney Prinzo Wealth Management
Tel: 518-963-5800 345 Delaware Ave Suite 2B Delmar, NY 12054
Bryant Maloney Prinzo Wealth Management
About Bryant Maloney Prinzo Wealth Management
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.

Dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network.
More information is available in Commonwealth’s Form CRS.
See Disclosures

Our Team

Reid
Reid Prinzo
CFA®

Reid joined Bryant Maloney Prinzo Wealth Management in 2019 after spending more than a decade working in the investment and retirement services industries. He began his career in financial services in 2007 at Transamerica Retirement Services, where he focused on 401(k) retirement plans. He then spent nine years with MFS Investment Management in Boston, one of the nation’s leading investment management firms. Founded in 1924, MFS is widely recognized as the creator of the first U.S. mutual fund.With nearly two decades of experience in the financial services industry, Reid has developed extensive expertise in investment management, retirement planning, and the financial planning needs of individuals, families, and business owners. He is passionate about helping clients make informed financial decisions and developing strategies designed to support their goals throughout every stage of life.In 2016, Reid earned the Chartered Financial Analyst® (CFA®) designation, one of the most respected credentials in the investment management profession. The CFA Program requires extensive study and rigorous examinations covering investment analysis, portfolio management, economics, ethics, and financial planning. CFA charter holders are held to a strict professional code of ethics and standards of conduct.Additionally, Reid also holds FINRA securities licenses Series 6, 7, 24, 51, and 63, reflecting his broad experience across investment products, securities, regulatory supervision, and the financial services industry.A native of Glenmont, NY, Reid is a 2003 graduate of Bethlehem Central High School and a 2007 graduate of Bentley University in Waltham, Massachusetts.Reid and his wife, Elise, who is also a Glenmont native, now live in the Slingerlands/Voorheesville area with their son, Chase, daughter, Tatum, and their Wheaten Terrier, Birdie. Outside of work, Reid is an avid golfer and member of Colonie Country Club in Voorheesville. He also enjoys attending concerts at SPAC, spending time at Great Sacandaga Lake, traveling, and making memories with family and friends.

Shawn
Shawn Maloney

Shawn Anthony Maloney joined our team in March, 2015. After graduating from Iona College with a Bachelor of Business Administration in May of 2012, Shawn worked for Morgan Stanley in New York as an analyst and then in investor services. Shawn holds FINRA Series 7 & 66 securities registrations through Commonwealth Financial Network®.

Shawn's responsibilities include chairing investment committee meetings and facilitating implementation of tactical investment decisions across client accounts. Shawn also consults individual clients to help develop and implement investment decisions. He helps to determine a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations and market conditions. Additionally, Shawn communicates with clients regarding market conditions and economic trends. Shawn is also the creator and Portfolio Manager of the Eudaimonia Portfolio; a fund that is designed to quantify an intangible asset, employee happiness, and then pass along the returns associated with that asset to client investors.

Shawn grew up in Mechanicville and graduated from Catholic High School in Troy. In his spare time, he enjoys following the stock market, spending time with his family, and a variety of sports including fishing, soccer, dirt biking, and golf.

Conor
Conor Bryant
CFP®, CFF®

During his first financial services job in the shareholder services department of Eaton Vance in Boston, Conor acted as the last line of defense for clients desperate for advice during the 2008 financial crisis. He could not believe there were so many people who could not get in contact with the advisor that "sold" them the mutual fund they were calling about, and he knew he wanted to change that. Although he watched some of his colleagues become frustrated working with naive investors, Conor thrived in that environment and enjoyed educating shareholders while "talking them off the edge." That was when his true passion for the financial services industry was born. He had a strong and consistent desire to help people that continued to point him in the direction of financial advising.

In January 2014, Conor joined his uncle, Mark Bryant, at Bryant Asset Management as a Registered Representative of Commonwealth Financial Network. In this role, Conor advises a growing group of his own clients as well as assisting the firm with research, marketing, and client portfolio construction. Conor has earned one of the highest-level professional designations in financial services as a CERTIFIED FINANCIAL PLANNER™ professional. Conor also holds the CERTIFIED FINANCIAL FIDUCIARY Designation.

Conor is licensed in the following states: AZ, CA, CO, CT, FL, GA, IA, IL, MA, MT, NH, NJ, NY, PA, RI, SC & VA

General Information
Firm Start Year:

1951

No. of Employees:

5-9 Employees

Name of Broker/Dealer:

Commonwealth Financial Network

Communities served:

Albany, Altamont, Berne, Clifton Park, Cohoes, Duanesburg, East Berne, East Greenbush, Feura Bush, Glenmont, Greenville, Guilderland, Latham, Ravena, Rensselaer, Rensselaerville, Schaghticoke, Schenectady, Schoharie, Selkirk, Stuyvesant, Troy, Voorheesville, Waterford, Watervliet, West Coxsackie, West Sand Lake, Westerlo, Wynantskill

Number of Years with Current Firm:

10

Work with the following types of clients:

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

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio 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

Qualifications & Memberships
Insurance and Annuity Licenses:

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

Services
Investment Types:

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

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Our Office, Video Conference, Your Home, Phone, Email

Compensation and Fees
Compensation Methods:

Based on Assets

Firm Information
Firm's Number of Clients:

1000

Assets Managed by Firm:

$800 million

Office Hours
Monday8:00 AM - 6:00 PM
Tuesday8:00 AM - 6:00 PM
Wednesday8:00 AM - 6:00 PM
Thursday8:00 AM - 6:00 PM
Friday8:00 AM - 6:00 PM
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