Bryan Bastoni, financial advisor Venice FL

Bryan Bastoni

CRD Number: 4457061
Current Firm: Pearson Financial Services

Bryan Bastoni (CRD# 4457061) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has over 16 years of experience in the finance industry. Bryan Bastoni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Nov 2005 - Current 18
Pearson Financial Services Dennis, MA Feb 1999 - Current 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Bryan W. Bastoni
Phone Number: 508-385-7925
Registered State(s):
  • CO
  • CT
  • FL
  • ME
  • MA
  • NH
  • NJ
  • NY
  • RI
  • TX
  • VT
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CO, CT, FL, MA, ME, NH, NJ, NY, RI, TX, VA, VT

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