Bryant Maloney Prinzo Wealth Management

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About Bryant Maloney Prinzo Wealth Management

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.

Dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network.
More information is available in Commonwealth’s Form CRS.

See Disclosures

General Information

Firm Start Year

1951

No. of Employees

CRD#

5524806

Firm CRD#

8032

Name of Broker/Dealer

Commonwealth Financial Network

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Investment Clubs, Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®, CHARTERED FINANCIAL ANALYST

Securities Licenses

Series 6, Series 63, Series 24, Series 7, Series 51

Insurance and Annuity Licenses

Long Term Care, Disability, Variable Life, Annuity, Life, Variable Annuity

Firm Information

Firm's Number of Clients

1000

Assets Managed by Firm

$800 million

Compensation and Fees

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032

Additional Detailed Disclosures
https://content.commonwealth.com/media/WiserAdvisorPromoterDisclosure_Reid_Prinzo_Shawn_Maloney.pdf

Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, FL, GA, ID, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Paladin Advisors

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