Bryant Robert Malloy

CFP

Facet

9 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management

Facet

Compensation

Fixed/Hourly

Firm Size

53 advisors

Number of Clients

12,392 clients

Average Client Portfolio

$312K average

Assets Under Management

$3.9B

Fee Structure

Financial Planning:Included in AUM fee

Location

Westminster, CO

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Facet

September 2021 - Present · 4 yrs 5 mos

Previous Registrations

Cuso Financial Services, L.P.

June 2017 - August 2021 · 4 yrs 2 mos

Cuso Financial Services, L.P.Broker

March 2017 - August 2021 · 4 yrs 5 mos

First Investors CorporationBroker

October 2009 - February 2010 · 4 mos

State Registrations2 states

COTX

Advisor

Exams

No exam information available for this advisor.