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Bryan Ross Wasserman

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

810 E. College Parkway, Annapolis, MD, 21409

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History

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.

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Other Business ActivitiesSells Insurance

Bryan is involved in several business activities, including insurance sales/agent work with Kelly Risk Management and benefits/insurance consulting with Kelly Insurance & Investments, Inc, taking minimal time and about a quarter of his time respectively. He also works as an Investment Advisory Representative for Kelly Financial Advisors, LLC and Continuum Advisory, LLC, dedicating about a quarter of his time to each.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Continuum Advisory, LLC
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
May 2019 - August 2024 · 5 yrs 3 mos
MML Investors Services, LLC
November 2017 - May 2019 · 1 yr 6 mos
MML Investors Services, LLCBroker
December 2016 - May 2019 · 2 yrs 5 mos
State Registrations3 states
FLMDPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bryan Ross Wasserman - Financial Advisor | TrueAdvisor