Bryan Cogliano is a CFP-designated registered investment advisor, based in Berwyn, PA, with 24 years of industry experience.
Location
801 Cassatt Road 100 Berwyn Park, Suite 205, Berwyn, PA, 19312
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Bryan is an insurance agent offering various insurance products, including life settlements, accident and health insurance, annuities, long-term care, and property and casualty insurance. He also manages S Corps and other entities related to the sale of health insurance and other benefits; these activities take about half of Bryan's time.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cfg Asset Management LLC
New England Securities Corporation
New England SecuritiesBroker
State Registrations21 states
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