Bryan P. Landadio

PERSONAL CFO SOLUTIONS LLC

Chester, NJ 07930-2528

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CRD#: 2734849

Professional summary

Bryan Patrick Landadio, CFP®, who also goes by Brian Landadio, is a registered financial advisor currently at PERSONAL CFO SOLUTIONS LLC located in Chester, New Jersey.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bryan has worked at 3 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Landadio

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.

NATIONAL ADVISORS GROUP, LLC. Not investment related business. 7 Great Valley Parkway, Suite 290, Malvern, PA 19355. Company is engaged in Insurance. Mr. Landadio will serve as a passive member only with approximately zero hours per month spent on the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Patrick Landadio's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

January 31, 2012 - Present

PERSONAL CFO SOLUTIONS LLC

Office #1: 384 Main Street, Chester, NJ 07930-2528

RIA

CRD#: 158248

Chester, NJ

Past

June 21, 2006 - September 1, 2011

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

PARSIPPANY, NJ

Past

March 3, 2006 - September 1, 2011

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

PARSIPPANY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PERSONAL CFO SOLUTIONS LLC

CRD#: 158248 / SEC#: 801-74412

RIA

Registered Investment Advisory firm - (3/21/2012 Approved)

New Jersey

Registered Investment Advisory firm - (3/28/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(5/8/2017)

IAR

New Jersey
(1/31/2012)

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

IAR

Series 66

Date: 5/22/2006

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/15/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/29/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/2/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/3/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PERSONAL CFO SOLUTIONS LLC

CRD#: 158248 / SEC#: 801-74412

RIA

Registered Investment Advisory firm - (3/21/2012 Approved)

New Jersey

Registered Investment Advisory firm - (3/28/2012 Terminated)

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Contact information

Main Address

384 Main Street, Chester, NJ 07930-2528

Mailing Address

Phone number

(908) 955-7055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PERSONAL CFO SOLUTIONS WRAP FEE BROCHURE (3/24/2025)

PERSONAL CFO SOLUTIONS BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	4,411
AUM (Assets Under Management)	$ 1,375,126,396

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

Bryan P. Landadio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Patrick Landadio's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

PERSONAL CFO SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/22/2006

Series 65

Date: 4/15/1996

Series 63

Date: 3/29/1996

Series 7

Date: 3/2/2006

Series 6

Date: 2/3/1997

Current Firm

PERSONAL CFO SOLUTIONS LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERSONAL CFO SOLUTIONS LLC

TRUST BUT VERIFY

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