Bryan Duffy is a registered investment advisor at The Ameriflex Group, based in New York, NY, with 19 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 16,203 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The AmeriFlex Group offers multiple investment management programs with fees negotiated individually by each advisor.
- Cambridge Managed Account Platform and Third-Party Manager Services — Fees are charged as a percentage of your portfolio, typically ranging from 0.25% to 1.25% per year, billed monthly or quarterly in advance or in arrears.
- WealthPort Wrap Programs — Inclusive wrap fees cover advisory, custodial, and trading services, with rates set by your advisor depending on the selected strategy and program options.
- AssetMark Platform — Combines an advisor fee, a platform fee, and manager fees, with account minimums typically ranging from $10,000 to $1,000,000 depending on the investment solution.
Location
450 Seventh Avenue, Suite 1301, New York, NY, 10123
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Regulatory History (1)
Financial
November 2019Other Business Activities
Bryan works full-time providing investment advisory services through Kestra Advisory Services, LLC and Peller Wealth Management. His activities include managing client accounts, conducting due diligence, and engaging with third-party managers.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Total Financial Advisors, LLC
Curian Capital, LLC
Curian Clearing, LLCBroker
Capital Brokerage CorporationBroker
Assetmark Capital CorporationBroker
Orbitex Funds Distributor, INC.Broker
Funds Distributor, INC.Broker
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.
Exams
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