Bryant Asset Management - Financial Advisor in Slingerlands, NY | WiserAdvisor.com

We provide great service: Our entire team of financial advisors and staff are dedicated to our clients success and wellbeing. Leveraging the latest technology coupled with old-fashioned personal service, we do our very best to exceed our clients expectations every single day. We educate: We do much more than manage our clients money. We help them build a path to financial success and realization of their life goals through ongoing education and behavioral coaching. We give back: We are a locally-owned firm dedicated to giving back to our community through our Bryant Asset Generations Grant program, sponsorship of the annual Delmar Dash, and ongoing support of numerous charities and community organizations. Reid Prinzo is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Reid Prinzo is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Reid Prinzo is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Reid Prinzo is required to act in a fiduciary capacity.
 
More information is available in C<a href="https://assets.ctfassets.net/a320zjmb1inn/2i7OtNINj5zCRE0BsKWBSC/4b17ef9e2d59f665bdba69ae14e607aa/Form-CRS-Online.pdf" rel="ugc,nofollow">ommonwealth&rsquo;s Form CRS</a>.

Bryant Asset Management

Mark has been a CERTIFIED FINANCIAL PLANNER&trade; professional since 1987, providing access to planning and investment advice to more than 500 families and small business owners through Bryant Asset Management, the financial services branch of Bryant Asset Protection in Slingerlands, New York. In 2012, Mark earned the Accredited Investment Fiduciary&reg; designation. The AIF&reg; professional designation demonstrates knowledge and competency in the area of fiduciary responsibility.

Shawn Anthony Maloney joined our team in March, 2015. After graduating from Iona College with a Bachelor of Business Administration in May of 2012, Shawn worked for Morgan Stanley in New York as an analyst and then in investor services. Shawn holds FINRA Series 7 & 66 securities registrations through Commonwealth Financial Network&reg;. 
Shawn's responsibilities include chairing investment committee meetings and facilitating implementation of tactical investment decisions across client accounts. Shawn also consults individual clients to help develop and implement investment decisions. He helps to determine a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations and market conditions. Additionally, Shawn communicates with clients regarding market conditions and economic trends. Shawn is also the creator and Portfolio Manager of the Eudaimonia Portfolio; a fund that is designed to quantify an intangible asset, employee happiness, and then pass along the returns associated with that asset to client investors. 
Shawn grew up in Mechanicville and graduated from Catholic High School in Troy. In his spare time, he enjoys following the stock market, spending time with his family, and a variety of sports including fishing, soccer, dirt biking, and golf.

During his first financial services job in the shareholder services department of Eaton Vance in Boston, Conor acted as the last line of defense for clients desperate for advice during the 2008 financial crisis. He could not believe there were so many people who could not get in contact with the advisor that "sold" them the mutual fund they were calling about, and he knew he wanted to change that. Although he watched some of his colleagues become frustrated working with naive investors, Conor thrived in that environment and enjoyed educating shareholders while "talking them off the edge." That was when his true passion for the financial services industry was born. He had a strong and consistent desire to help people that continued to point him in the direction of financial advising. 
In January 2014, Conor joined his uncle, Mark Bryant, at Bryant Asset Management as a Registered Representative of Commonwealth Financial Network. In this role, Conor advises a growing group of his own clients as well as assisting the firm with research, marketing, and client portfolio construction. Conor has earned one of the highest-level professional designations in financial services as a CERTIFIED FINANCIAL PLANNER&trade; professional. Conor also holds the CERTIFIED FINANCIAL FIDUCIARY Designation. 
 Conor is licensed in the following states: AZ, CA, CO, CT, FL, GA, IA, IL, MA, MT, NH, NJ, NY, PA, RI, SC & VA

Reid Prinzo joined Bryant Asset Management in early 2019. He is a native of Glenmont, NY, a 2003 graduate of Bethlehem Central High School, and a 2007 graduate of Bentley University in Waltham, Massachusetts. Following graduation, Reid entered the financial services industry and has since devoted himself to constant improvement of his knowledge base in order to bring the best, most appropriate financial solutions to his clients. Financial markets and investing are his passion, and he enthusiastically educates clients about how they can use investing as a way to help fund their life's plans, goals and dreams. Reid spent 2 years at Transamerica Retirement Services in Needham, Massachusetts before moving on to a 9-year career at MFS Investment Management in Boston, one of country's largest investment firms with more than $425 Billion in assets. At MFS, he specialized in 401(k) and Defined Contribution Plan consulting, and has experience helping small, mid and large size businesses build and maintain effective retirement plans. In 2016, Reid earned the prestigious Chartered Financial Analyst&reg; designation. Fewer than 1 in 5 candidates are able to pass the CFA&reg; Designation Program, and it takes on average over 1000 hours of intensive study to earn the charter. CFA&reg; charterholders are trained on expert level portfolio management skills, as well as tax and inter-generational wealth planning topics. Most importantly, CFA&reg; charterholders are bound by the highest ethical standards in the financial industry.

Bryant Asset Management

Bryant Asset Management

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