Bryan William Bastoni
Investment adviser representative at Pearson Financial Services
27 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$885MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Purshe Kaplan Sterling InvestmentsNov 2005 to now
- Pearson Financial ServicesFeb 1999 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, TX).
Pearson Financial Services
Legal name: Pearson and Associates, LLC
$885MAssets managed
500Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4457061
- Firm CRD
- 130143