Nancy T. Bryant

BRYANT FINANCIAL ADVISORY

Baltimore, MD

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CRD#: 1216795

Professional summary

Nancy Troskowski Bryant, AIF®, CFP® is a registered financial advisor currently at BRYANT FINANCIAL ADVISORY, INC. located in Baltimore, Maryland.

Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Nancy has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Biography

Although I manage assets for clients, I also serve as an investment coach advising clients who prefer to execute their own investment plan.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Estate Planning

Retirement Planning

Investment Planning

Do you have an area of expertise or specialization?

Entrepreneurs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Women's Financial Planning Iss...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Troskowski Bryant's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

March 31, 2021 - Present

BRYANT FINANCIAL ADVISORY, INC.

RIA

CRD#: 165189

Baltimore, MD

Past

January 4, 2011 - October 2, 2012

GREENSPRING ADVISORS, LLC

RIA

CRD#: 132669

TOWSON, MD

Past

December 21, 2010 - March 23, 2011

BRYANT FINANCIAL ADVISORY, INC.

RIA

CRD#: 121692

LUTHERVILLE, MD

Past

October 2, 1986 - July 6, 1988

MILBROOK SECURITIES CO., INC.

CRD#: 2780

Past

April 6, 1984 - September 21, 1984

FLETCHER, LEWIS & COMPANY,INC.

CRD#: 14496

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(3/31/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/24/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/21/1984

General Securities Representative Examination

Current Firm

BRYANT FINANCIAL ADVISORY, INC.

CRD#: 165189 / SEC#:

Maryland

Registered Investment Advisory firm - (9/28/2012 Approved)

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Contact information

Main Address

Baltimore, MD

Mailing Address

P.o. Box 3689, Baltimore, MD 21214

Phone number

(443) 281-8010

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	108
AUM (Assets Under Management)	$ 87,986,648

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Nancy T. Bryant

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Troskowski Bryant's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRYANT FINANCIAL ADVISORY, INC.

GREENSPRING ADVISORS, LLC

BRYANT FINANCIAL ADVISORY, INC.

MILBROOK SECURITIES CO., INC.

FLETCHER, LEWIS & COMPANY,INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/24/1984

Series 7

Date: 1/21/1984

Current Firm

BRYANT FINANCIAL ADVISORY, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRYANT FINANCIAL ADVISORY, INC.

TRUST BUT VERIFY

Contact information

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