Bryson Macchione
Bryson Macchione is a registered investment advisor at Calton & Associates, INC., based in Winter Haven, FL, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
Winter Haven, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bryson is an employee of Guardian Wealth Management, LLC, dedicating full-time hours to brokerage and advisory services. He also sits on the board of directors for the local Salvation Army chapter, owns residential real estate investments, is a partner in Central Florida Sunshine Distributors, LLC, is a director at Headstart Direct, LLC, manages Bryson Macchione RRA, LLC, is a director at BTM Group LLC, and works with Iron Wifi in partner relations/strategic partnerships.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Calton & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ingram Advisory Services, LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Amsouth Investment Services, INC.Broker
Perrott, Mather & Gilday, INC.Broker
Empire Financial Group, INC.Broker
State Registrations3 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.