Bryan
Kabot
Regency Wealth Management
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About this Advisor
Bryan Kabot is a certified financial planner working in Ramsey, New Jersey who has 10 years of industry experience. Kabot is currently employed by Regency Wealth Management. The advisor has gained experience at Kabot Financial Consulting and Regency Wealth Management. Kabot holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Regency Wealth Management is an advisory firm that has its headquarters in Ramsey, NJ. It administers $448 million in total assets among its 1,094 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides financial advice to eight charitable organizations. Of its 1,094 customer accounts, 53% belong to high-net-worth individuals who have at least $1 million in assets. Regency Wealth Management provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Regency Wealth Management likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Regency Wealth Management Brokerage Details
$448,324,293
9
1,094
$409,803
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Bryan Kabot Work History
Bryan has been registered as a financial advisor for 10 years.*
Regency Wealth Management
Kabot Financial Consulting
*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 Kabot 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 Regency Wealth Management
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
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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.
