BW
Bryan R. Wasserman
CONTINUUM ADVISORY
Annapolis, MD 21409
Some features on this profile are disabled
CRD#: 6539414
BW
Professional summary
Bryan Ross Wasserman, who also goes by Bryan Wasserman, is a registered financial advisor currently at CONTINUUM ADVISORY, LLC located in Annapolis, Maryland and OSAIC WEALTH, INC. located in Annapolis, Maryland.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Bryan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bryan Wasserman
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.
1) Kelly Risk Management; not investment related; 810 E. College Parkway, Annapolis, MD 21409; Insurance; sales/agent; 5/13/2019; 5 hrs/month; <1 hr during trading; assist clients with their insurance needs 2) Kelly Insurance & Investments, Inc; not investment related; 810 E. College Parkway, Annapolis, MD 21409; benefits/insurance; benefits consultant; 2019; 40 hrs/month; 2 hrs during trading; sales for benefits and insurance 3) Kelly Financial Advisors, LLC; investment related; 810 E. College Parkway, Annapolis, MD 21409; DBA; Investment Advisory Representative; 5/13/2019; 50 hrs/month; 2.5 hrs during trading; assist clients with their investment planning 4) Continuum Advisory, LLC; investment related; 868 E. Riverside Drive, Suite 200, Eagle, ID 83616; Investment Management; Investment Advisory Representative; 5/13/2019; 50 hrs/month; 2.5 hrs during trading; assist clients with their investment planning
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Ross Wasserman'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®
NoneExperience
Current
May 14, 2019 - Present
CONTINUUM ADVISORY, LLC
Office #1: 810 E. College Parkway, Annapolis, MD 21409RIA
CRD#: 283155
Annapolis, MD
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 810 E College Parkway, Annapolis, MD 21409RIA
BD
CRD#: 23131
Annapolis, MD
Past
May 13, 2019 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Annapolis, MD
Past
November 29, 2017 - May 14, 2019
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
HUNT VALLEY, MD
Past
December 5, 2016 - May 14, 2019
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
HUNT VALLEY, MD
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".
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
Registered Investment Advisory firm - (3/30/2016 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(8/23/2024)
IAR
Maryland(5/14/2019)
RR
Maryland(8/23/2024)
RR
Pennsylvania(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
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Contact information
Main Address
873 E. State Street, Eagle, ID 83616
Mailing Address
Phone number
(208) 417-1933
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,852 |
| AUM (Assets Under Management) | $ 1,417,081,752 |
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.
