wiseradvisor


Bryant Asset Management

Tel: 518-963-5800
1280 New Scotland Road
Slingerlands, NY 12159
Bryant Asset Management | Financial Advisor in Slingerlands ,NY


About Bryant Asset 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 through our Bryant Asset Generations Grant program, sponsorship of the annual Delmar Dash, and ongoing support of numerous charities and community organizations.

Reid Prinzo is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Reid Prinzo is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Reid Prinzo 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, Reid Prinzo is required to act in a fiduciary capacity.


More information is available in Commonwealth’s Form CRS.

Talk to an Advisor and GET ANSWERS   
      


General Information

Firm Start Year:   1951
No.of Employees:   5-9
Name of Broker/Dealer:   Commonwealth Financial Network
States Licensed in:   NY, VT, TX, FL
Number of Years with Current Firm:   3
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, Financial Advice & Consulting, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Retirement Planning

Services

Investment Types:   Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Commodities, Stocks, Bonds, Mortgages & Real Estate, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Phone, Our Office, Your Home, Video Conference, Via Email

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life

Firm Information

Firm's Number of Clients:   500
Assets Managed by Firm:   $400 million

Compensation and Fees

Compensation Methods:   Commissions, Flat Fee, Based on Assets

Talk to an Advisor and GET ANSWERS   

FAQs

Why should I choose you as my financial advisor?

I am a Chartered Financial Analyst, and we act as fiduciaries.

How are you compensated? How will I pay for your services?

Not answered.

How many clients do you currently manage?

As of October 2021 we currently work with about 500 local households and our clients have trusted us in managing approximately $400 million of their assets.

SEE MORE  


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.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 8:00 AM - 6:00 PM
Tue. 8:00 AM - 6:00 PM
Wed. 8:00 AM - 6:00 PM
Thu. 8:00 AM - 6:00 PM
Fri. 8:00 AM - 6:00 PM

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

Social Networks

tweeter facebook linkedin
brokercheck