Bryan
Wasserman

Continuum Advisory, LLC

CRD#6539414
Investment Advisor
in Annapolis, MD

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About this Advisor

Bryan Wasserman is a financial advisor operating in Annapolis, Maryland who has 4 years of industry experience. Wasserman is currently employed by Continuum Advisory, LLC. The advisor has gained experience at Massmutual, Mml Investors Services, Jsi, Triad Advisors, Kelly Financial Advisors and Continuum Advisory. Wasserman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Idaho, Maryland and Pennsylvania. Continuum Advisory, LLC is a registered investment firm operating out of Eagle, ID. The investment advisory business has offices in 19 locations and a total of 67 people on staff. It oversees $1 billion in total assets among its 2,045 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 2,045 client accounts, 15% are held by high-net-worth individuals who have more than $1 million in assets. Continuum Advisory, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on the type of financial services. Fee types billed by Continuum Advisory, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

810 E. College Parkway
Annapolis, MD 21409

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Continuum Advisory, LLC Brokerage Details

Total Assets Under Management

$1,019,114,914

MD Average: $655,107,610
Total Number of Employees

67

MD Average: 12
Total Number of Accounts

2,045

MD Average: 770
Average Account Size

$498,345

MD Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Bryan Wasserman Work History

Bryan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Triad Advisors

2019 - Present (5 years)

Kelly Financial Advisors

2019 - Present (5 years)

Continuum Advisory

2016 - 2019 (3 years)

Mml Investors Services

2015 - 2019 (4 years)

Massmutual

2010 - 2015 (5 years)

Jsi

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryan Wasserman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Continuum Advisory, LLC

Schuyler Cayton
Eagle, ID
Cameron Benson
Eagle, ID
Christopher Maxey
Tampa, FL
Alina Santiago
Fountain Valley, CA
Zachary Furshman
Annapolis, MD
Andrew Kelly
Eagle, ID
Andrew Eakin
Eagle, ID
Brandon Levine
Eagle, ID

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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