Bryan
Landadio

Personal Cfo Solutions LLC

CRD#2734849
Investment Advisor
in Chester, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bryan Landadio is a certified financial planner based in Chester, New Jersey with 11 years of relevant experience. Landadio works at Personal Cfo Solutions LLC. They have been with Personal Cfo Solutions Llc for the entirety of their career. Landadio has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts and New Jersey. Personal Cfo Solutions LLC is a registered investment firm headquartered in Chester, NJ. It has a total of 17 employees. It has $961 million in assets across its 4,218 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 4,218 client accounts, 69% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely vary depending on the type of services provided. Fees charged by Personal Cfo Solutions LLC likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

384 Main Street
Chester, NJ 07930-2528

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Personal Cfo Solutions LLC Brokerage Details

Total Assets Under Management

$960,519,833

NJ Average: $10,121,009,343
Total Number of Employees

17

NJ Average: 92
Total Number of Accounts

4,218

NJ Average: 6,978
Average Account Size

$227,719

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bryan Landadio Work History

Bryan has been registered as a financial advisor for 11 years.*

2011 - Present (13 years)

Personal Cfo Solutions LLC

*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 Landadio 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 Personal Cfo Solutions LLC

Michael Kirkland
Chester, NJ
John Vieira
Chester, NJ
John Higgins
Chester, NJ
Patrick Nolan
Chester, NJ
Justin Forik
Chester, NJ
Bryan Landadio
Chester, NJ
Carli Piccolella
Chester, NJ
Benjamin Ostrove
Chester, NJ

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started