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Alan Henry Tassey

Continuum Advisory, LLC

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About Alan Henry Tassey

Alan Tassey is a financial advisor with over 30 years of experience in the industry. Alan has served as an investment advisor representative for Continuum Advisory, LLC since 2019. Prior to that, Alan was a registered representative with Triad Advisors LLC, Newbridge Securities Corporation and Securian Financial Services, Inc. Alan is a licensed investment advisor in Maryland and Virginia and is also registered in the District of Columbia. He holds the Series 6, Series 63, Series 65 and SIE licenses. Alan specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Alan Tassey is currently registered with Continuum Advisory, LLC. Continuum Advisory, LLC is an investment advisory firm based in Eagle, ID. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and selection of other advisors. Continuum Advisory, LLC participates in wrap fee programs.
Continuum Advisory, LLC

873 E. STATE STREET

EAGLE, ID 83616

$1.29B

Assets Under Management

2,953

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Tassey’s Registration & Firm History

MD

07/08/2019 - Present

Continuum Advisory, LLC (Annapolis MD)

MD

07/03/2019 - 08/23/2024

TRIAD ADVISORS LLC (Annapolis MD)

MD

04/18/2019 - 07/12/2019

NEWBRIDGE SECURITIES CORPORATION (ANNAPOLIS MD)

MD

06/14/2017 - 04/26/2019

SECURIAN FINANCIAL SERVICES, INC. (Towson MD)

MD

12/28/2015 - 06/12/2017

SIGNATOR INVESTORS, INC. (ANNAPOLIS MD)

MD

01/14/2010 - 12/28/2015

SIGNATOR FINANCIAL SERVICES, INC. (ANNAPOLIS MD)

MD

09/21/2007 - 01/04/2010

FOUNDERS FINANCIAL SECURITIES LLC (ANNAPOLIS MD)

MD

11/05/1998 - 09/21/2007

SYMETRA INVESTMENT SERVICES, INC. (DAVIDSONVILLE MD)

AZ

08/01/1997 - 10/14/1998

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MA

01/01/1994 - 08/12/1997

PNMR SECURITIES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 04/23/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Henry Tassey.
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