200 East Garden Street, Rome, NY, 13440
Get directionsNo 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 →Bryan is involved in three outside business activities. He works in tax preparation for CNY TaxPlus, is an insurance producer and associate partner for Belpointe Specialty Insurance, and owns/operates Rome Lightery Company for lighting design and lamp repair; these activities take about a quarter of his time, about 10-20% of his time, and about 10-20% of his time, respectively.