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 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.
|Firm Start Year:||1951|
|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|
|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|
Qualifications & Memberships
|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|
|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|
Compensation and Fees
|Compensation Methods:||Flat Fee, Commissions, Based on Assets|
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.
My first job in the financial services industry was in the shareholder services department of Eaton Vance in Boston. I acted as the last line of defense for clients desperate for advice during the 2008 financial crisis. I 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 I knew I wanted to change that. I thrived in that calamitous stock environment and enjoyed educating shareholders while talking them off the edge. That was when my true passion for the financial advisory world was born.
As a CERTIFIED FINANCIAL PLANNER" professional with our 67 year old family business at Bryant Asset Management, I personally advise about 150 local families and individuals. I am a member of the Capital District Financial Planning Association, a member of the Nex Gen Mohawk Hudson Land Conservancy Board and a former treasurer of the board of directors of the Capital Alliance of Young Professionals.
I graduated from Voorheesville HS and received a BA cum laude from Gettysburg College. My wife, Katie, and I live in Delmar. My big passions are golf, traveling and skiing. I share my passion for skiing by volunteering as a ski instructor at Double H Ranch.
I believe it is almost impossible to have a completely objective view of your money, so I act as a 3rd party objective view for my clients.
Reid Prinzo CFA®
Mark T. Bryant CFP® AIF®
Kerry A. Bardwell Client Service Associate
|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|
|East Berne||East Greenbush|
|West Sand Lake||Westerlo|