Bryan Sitzer

ABLE WEALTH MANAGEMENT LLC

TOMS RIVER, NJ 08755

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CRD#: 6900881

Professional summary

Bryan Sitzer, who also goes by Berel Sitzer, is a registered financial advisor currently at ABLE WEALTH MANAGEMENT LLC located in Toms River, New Jersey.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bryan has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Berel Sitzer

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 Bryan Sitzer'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®

None

Experience

Current

June 8, 2022 - Present

ABLE WEALTH MANAGEMENT LLC

Office #1: 185 Route 70 Unit 105, Toms River, NJ 08755

RIA

CRD#: 298085

TOMS RIVER, NJ

Past

February 2, 2018 - June 25, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ISELIN, NJ

Past

January 24, 2018 - June 25, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

ISELIN, 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".

ABLE WEALTH MANAGEMENT LLC

CRD#: 298085 / SEC#: 801-128199

RIA

Registered Investment Advisory firm - (6/23/2023 Approved)

New Jersey

Registered Investment Advisory firm - (6/29/2023 Terminated)

New York

Registered Investment Advisory firm - (6/26/2023 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

New Jersey
(6/8/2022)

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 65

Date: 7/8/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/27/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/25/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/24/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ABLE WEALTH MANAGEMENT LLC

CRD#: 298085 / SEC#: 801-128199

RIA

Registered Investment Advisory firm - (6/23/2023 Approved)

New Jersey

Registered Investment Advisory firm - (6/29/2023 Terminated)

New York

Registered Investment Advisory firm - (6/26/2023 Terminated)

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Contact information

Main Address

185 Route 70 Unit 105, Toms River, NJ 08755

Mailing Address

Phone number

(212) 634-7842

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-ABLE WEALTH MANAGEMENT LLC (2/18/2025)

Regulatory assets under management

Total Number of Accounts	1,139
AUM (Assets Under Management)	$ 322,074,750

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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Advisor Monitoring

Firm Stability Insights

Bryan Sitzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

ABLE WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2021

Series 63

Date: 11/27/2017

SIE

Date: 6/25/2018

Series 7

Date: 5/8/2018

Series 6

Date: 1/24/2018

Current Firm

ABLE WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABLE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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