BS
CFP
BS
CFP
Bryan Salazar
2 Years of Experience
Greenville, NC
1 DisclosureBroker
Bryan Salazar is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Greenville, NC, with 2 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
354 advisors
Number of Clients
28,410 clients
Average Client Portfolio
$439K average
Assets Under Management
$12.5B
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
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Location
Greenville, NC
Get directionsHistory
Regulatory History (1)
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Financial
November 2022Final
Employment History
Current Registrations
Osaic Advisory Services, LLC
January 2026 - Present · 4 mos
Osaic Wealth, INC.Broker
December 2025 - Present · 5 mos
Osaic Wealth, INC.
December 2025 - Present · 5 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - November 2025 · 8 mos
Fidelity Personal and Workplace Advisors
September 2023 - March 2025 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
February 2023 - November 2025 · 2 yrs 9 mos
State Registrations2 states
NCNY
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.