NB
CFP
NB
CFP
Nancy Bryant is a CFP-designated registered investment advisor at Bryant Financial Advisory, INC., based in Baltimore, MD, with 6 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 35 clients with $88M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$88.0M
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Location
Baltimore, MD
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bryant Financial Advisory, INC.
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Greenspring Wealth Management, INC.
January 2011 - October 2012 · 1 yr 9 mos
Bryant Financial Advisory, INC.
December 2010 - March 2011 · 3 mos
State Registrations1 state
MD
Advisor
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.
Exams
No exam information available for this advisor.