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CFP

Mark Bryant

Commonwealth Financial Network
45 Years of Experience
Delmar, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Bryant is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Delmar, NY, with 45 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2913 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

345 Delaware Avenue Suite 2B, Delmar, NY, 12054

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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

Mark sells fixed insurance and rents real estate. He is also vice president and co-owner of Bryant Asset Protection, Inc. and co-owner of Bryant Asset Management, LLC, both private entities created for insurance business, and owner of Ravines Capital, LLC, a private entity established to facilitate securities, advisory, and insurance business.

Employment History
Current Registrations
Commonwealth Financial Network
June 2021 - Present · 5 yrs 4 mos
Commonwealth Financial NetworkBroker
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Nathan & Lewis Securities, INC.
July 1997 - January 2003 · 5 yrs 6 mos
Nathan & Lewis Securities, INC.Broker
July 1997 - July 2003 · 6 yrs
Sg Equities CorporationBroker
January 1987 - April 1989 · 2 yrs 3 mos
Nathan & Lewis Securities, INC.Broker
March 1986 - July 1997 · 11 yrs 4 mos
Investment Distributors INC.Broker
February 1986 - October 1986 · 8 mos
John Hancock Distributors, INC.Broker
April 1981 - February 1986 · 4 yrs 10 mos
John Hancock Mutual Life Insurance CompanyBroker
April 1981 - February 1986 · 4 yrs 10 mos
State Registrations5 states
COCTFLNYVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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