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Bryan Joseph Zaransky

Alight Financial Advisors, LLC

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About Bryan Joseph Zaransky

Bryan Zaransky is a financial advisor with Alight Financial Advisors, LLC, based in New Bern, NC. Bryan has been in the industry since 2019 and is registered with the state of North Carolina. Bryan holds the Series 7TO, SIE, and Series 66 licenses. Bryan previously worked with Wells Fargo Clearing Services, LLC. Alight Financial Advisors, LLC is a financial advisor with a focus on investment management, financial planning, and educational seminars for individuals.

Firm Information

Bryan Zaransky is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Set-up fees and related services

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Bryan Zaransky’s Registration & Firm History

NC

08/22/2022 - Present

Alight Financial Advisors, LLC (New Bern NC)

NC

01/14/2019 - 08/03/2022

WELLS FARGO CLEARING SERVICES, LLC (NEW BERN NC)

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Licenses & Designations

BOTH

Issued 03/07/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/10/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan Joseph Zaransky.
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