Bryan D'Alessandro

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About Bryan D'Alessandro

Bryan has over 17 years of experience in wealth management. He firmly believes that financial planning is the key to financial freedom and that your goals, not your finances, should dictate your life. Bryan prides himself on being a fiduciary to his clients who helps them navigate all of their financial choices. He relates his own personal experiences to that of his clients and does for them what he would do for himself. Having a young family and newly retired parents and family members enables him to empathize with his clients and truly understand their needs. Bryan lives in New York City with his wife, Erica, and their three children, Christian, Rosalie, and Luke. When Bryan has downtime (although limited with toddlers), he is active in his church and enjoys volunteering. An avid musician who plays the drums, Bryan also enjoys spending time outdoors going for a run or taking a family walk.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

50-99

CRD#

5081148

Firm CRD#

302050

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66

Firm Information

Assets Managed by Firm

650000000

Assets Managed by Advisor

20000000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

2000

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor of Science - Finance

St. John's University
09/05/2001 -05/05/2005

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.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891361/paladinregistry-Farther,-LLC-detailed-disclosure.html

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