Osaic Wealth
44yrs
Top advisor by experience in Clifton Park
26yrs
John Bryant is a fiduciary financial advisor in Clifton Park, New York, with 26 years in the industry. John joined Osaic Wealth in 2024, after seven years at American Portfolios Advisors and six years at Wells Fargo Advisors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 138 advisors with offices in Clifton Park, and one of 106 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office659 Plank Road, Clifton Park, NY 12065
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowOsaic Wealth, Inc.Current firm
- 2018 – 2024American Portfolios Advisors, Inc.Previously
- 2012 – 2018Wells Fargo Clearing Services, LLCPreviously
- 2007 – 2012UBS Financial Services Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Osaic Wealth at 800-821-5100 and ask for John Bryant. John works from the Clifton Park, NY office.
How long has John been a financial advisor?
John has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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