Bryan Ross Wasserman

Current Employers

Employment History

• 06/2015 → 05/2019
  Massmutual
  Hunt Valley, MD
• 10/2016 → 05/2019
  Mml Investors Services
  Hunt Valley, MD
• 05/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 05/2019 → Present
  Kelly Financial Advisors
  Annapolis, MD
• 05/2019 → Present
  Continuum Advisory
  Eagle, ID
• 08/2024 → Present
  Osaic Wealth, Inc.
  Annapolis, MD

Previous Registrations

• 2017-11-29 → 2019-05-14
  Mml Investors Services, Llc
  Baltimore, MD
  Hunt Valley, MD

Other Businesses

1) Kelly Risk Management; not investment related; 810 E. College Parkway, Annapolis, MD 21409; Insurance; sales/agent; 5/13/2019; 5 hrs/month; <1 hr during trading; assist clients with their insurance needs 2) Kelly Insurance & Investments, Inc; not investment related; 810 E. College Parkway, Annapolis, MD 21409; benefits/insurance; benefits consultant; 2019; 40 hrs/month; 2 hrs during trading; sales for benefits and insurance 3) Kelly Financial Advisors, LLC; investment related; 810 E. College Parkway, Annapolis, MD 21409; DBA; Investment Advisory Representative; 5/13/2019; 50 hrs/month; 2.5 hrs during trading; assist clients with their investment planning 4) Continuum Advisory, LLC; investment related; 868 E. Riverside Drive, Suite 200, Eagle, ID 83616; Investment Management; Investment Advisory Representative; 5/13/2019; 50 hrs/month; 2.5 hrs during trading; assist clients with their investment planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-13
• S63 Uniform Securities Agent State Law Examination
  2017-02-14

Other Names

• Bryan Wasserman