Bryan Wasserman
Bryan Wasserman is a registered investment advisor at Osaic Wealth, INC., based in Annapolis, MD, with 9 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
810 E. College Parkway, Annapolis, MD, 21409
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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 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
Continuum Advisory, LLC
Previous Registrations
Triad Advisors LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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