Bryant Malloy (CRD# 5661399) is an Investment Advisor Representative working at Facet in Westminster, CO and has over 14 years of experience in the finance industry. Bryant Malloy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Facet Wealth | Baltimore, MD | Aug 2021 - Current | 2 |
| Cuso Financial Services, LP | San Diego, CA | Feb 2017 - Current | 7 |
| Elevations Credit Union | Boulder, CO | Nov 2014 - Aug 2021 | 6 |
| Elevations Credit Union | Boulder, CO | Nov 2014 - Dec 2016 | 2 |
| Unemployed | Broomfield, CO | Jun 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- CO
- TX
-
Total Assets Under Management2,545MILLIONS
-
Total Number of Accounts24,977ACCOUNTS
-
Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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