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Bryant Robert Malloy

Facet

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About Bryant Robert Malloy

Bryant Malloy is an investment advisor representative with Facet. Bryant holds the Series 7, 6, and 63 licenses as well as the SIE and Series 66. Bryant is also a Certified Financial Planner. Bryant has over 10 years of experience in the financial services industry. Bryant has held previous positions with CUSO Financial Services, LP and First Investors Corporation. Bryant is registered to provide investment advice in Colorado and Texas.

Firm Information

Bryant Malloy is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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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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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Bryant Malloy’s Registration & Firm History

CO

09/20/2021 - Present

Facet (Westminster CO)

CO

03/27/2017 - 08/20/2021

CUSO FINANCIAL SERVICES, L.P. (BOULDER CO)

CO

10/06/2009 - 02/25/2010

FIRST INVESTORS CORPORATION (DENVER CO)

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Licenses & Designations

BOTH

Issued 06/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2017

Series 7 - General Securities Representative Examination

BC

Issued 10/05/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryant Robert Malloy.
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