wiseradvisor

Conor  Bryant, CFF, CERTIFIED FINANCIAL PLANNER, CFP®
Bryant Asset Mgt

Tel: 518-439-1141
1280 New Scotland Rd
Slingerlands, NY 12159
Bryant Asset Mgt | Financial Advisor in Slingerlands ,NY


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
Gender:   Male
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


Services

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 Information

Firm's Number of Clients:   450
Assets Managed by Firm:   $351 million


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


Compensation and Fees

Compensation Methods:   Flat Fee, Commissions, Based on Assets



Faqs

  • Why should I choose you as my financial advisor? I am a Certified Financial Planner" and a Certified Financial Fiduciary®.
  • How are you compensated? How will I pay for your services? As of May 2021 we currently work with about 450 local households and our clients have trusted us in managing about $351 million of their assets.


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.

Conor  Bryant

Conor  Bryant

CFF, CERTIFIED FINANCIAL PLANNER, CFP®

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.

My Team

Reid  Prinzo Reid Prinzo CFA®

Reid Prinzo joined Bryant Asset Management in early 2019. He is a native of Glenmont, NY, a 2003 graduate of Bethlehem Central High School, and a 2007 graduate of Bentley University in Waltham, Massachusetts. Following graduation, Reid entered the financial services industry and has since devoted himself to constant improvement of his knowledge base in order to bring the best, most appropriate financial solutions to his clients. Financial markets and investing are his passion, ...more

Mark T.  Bryant Mark T. Bryant CFP® AIF®

Mark has been a CERTIFIED FINANCIAL PLANNER" professional since 1987, providing access to planning and investment advice to more than 500 families and small business owners through Bryant Asset Management, the financial services branch of Bryant Asset Protection in Slingerlands, New York. In 2012, Mark earned the Accredited Investment Fiduciary® designation. The AIF® professional designation demonstrates knowledge and competency in the area of fiduciary responsibility.

Kerry A.  Bardwell Kerry A. Bardwell Client Service Associate

Kerry came to Bryant Asset Management in September, 2016, with over ten years of experience in financial services. She brings a high level of administrative expertise as well as a true dedication to helping clients. Kerry is responsible for staff and client scheduling, coordination of meeting preparation, as well as a wide variety of client services tasks. She holds a FINRA Series 6 securities registration. Kerry grew up in Glenville where she now resides with her husband, Ti ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img 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

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