Bryan Baccaro
Bryan Baccaro is a registered investment advisor at Allstate Financial Advisors, LLC, based in Red Bank, NJ, with 36 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
4 Hendrickson Ave, Ste 3, Red Bank, NJ, 07701-6155
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2004Other Business Activities
Bryan works as a security guard for Count Basis Theatre. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Alliance-One Investments, LLCBroker
Metlife Investors Distribution CompanyBroker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Metlife Securities INC.
New England Securities Corporation
Walnut Street Securities, INC.
Metlife Securities, INCBroker
New England SecuritiesBroker
Walnut Street Securities, INC.Broker
Pruco Securities, LLC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Commerce Capital Markets, INC.Broker
Commerce Capital Markets, INC.
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
Mutual Fund Management CO., INC.Broker
Intercapital Government Securities INC.Broker
Alliance Fund Distributors, INC.Broker
Rmj Securities CORP.Broker
State Registrations6 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.