Bryan brings over two decades of experience in the financial services industry to the team at Peller Wealth Management. He has worked as a Senior Regional Consultant at some of the industry’s leading Third-Party Asset Management firms, including AssetMark and Curian Capital. He has been a trusted advisor to financial professionals impassioned about delivering a holistic wealth management experience to their clients. He has held the Series 7, 63, 65, & 66 Securities Licenses in addition to the NYS Life License. He earned a Bachelor of Science Degree in Economics from New York University.
Bryan currently resides in Baldwin, NY with his wife Laura. They are the proud parents of two sons, one serving as an Officer in the United States Army currently stationed abroad, and the other finishing his senior year at New York University.