Peter Bryan
Peter Bryan is a registered investment advisor at Osaic Wealth, INC., based in Taylor, TX, with 42 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Taylor, TX
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Regulatory History (2)
Customer Dispute
April 2022Criminal
May 1973Other Business ActivitiesSells Insurance
Peter is an agent offering accident and health insurance, disability, fixed annuities, and traditional life insurance through Advisors Financial Group, dedicating a few hours per week. He also works as an off-ice official for the Texas Stars Hockey Club, spending a few hours per week, but this is not investment-related.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Sun Investment Services CompanyBroker
Green Hill Financial Service CorporationBroker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Green Hill Financial Service CorporationBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.