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Bryan Ross Wasserman

Continuum Advisory, LLC

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About Bryan Ross Wasserman

Bryan Ross Wasserman is an Investment Advisor Representative with Continuum Advisory, LLC, a firm registered with the SEC. Bryan has been in the financial services industry since December 4, 2016 and has over 7 years of experience in the industry. Bryan is registered in Florida, Maryland and Pennsylvania and holds Series 6, Series 63, Series 65 and SIE licenses. Bryan specializes in financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Bryan provides advisory services to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations or other businesses.

Firm Information

Bryan Wasserman 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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Bryan Wasserman’s Registration & Firm History

ID

06/02/2023 - Present

Continuum Advisory, LLC (EAGLE ID)

MD

05/13/2019 - 08/23/2024

TRIAD ADVISORS LLC (Annapolis MD)

MD

12/05/2016 - 05/14/2019

MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)

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Licenses & Designations

IA

Issued 11/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan Ross Wasserman.
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