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Mark T. Bryant

Proudly serving Albany, the greater Capital Region and beyond since 1980.

Commonwealth Financial Network

Slingerlands

NY

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Commonwealth Financial Network 15 years, 7 months Jul 2003 - Present
Commonwealth Financial Network 15 years, 7 months Jul 2003 - Present
Bryant Asset Management 7 years, 4 months Aug 1998 - Dec 2005
Nathan & Lewis Securities, Inc. 6 years Jul 1997 - Jul 2003

Designations & Memberships

  • Financial Services Institute
    Membership
    Financial Services Institute
    Founded in 2004, FSI is the only advocacy organization working on behalf of independent broker-dealers and independent financial advisors. Our vision is that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors affiliated with independent financial services firms. Our mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education, and public awareness. Our strategy supports our vision and mission through robust involvement in FINRA governance, constructive engagement in the regulatory process, and effective influence on the legislative process.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Apr 14, 2011
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 1, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Commonwealth Financial Network

Last updated on Dec. 27, 2018
    • $81.0B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 127K
      number of clients
    • $636.7K
      Estimated Average Account Balance Per Client

Fees

There is no compensation data available to display at this time