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Bryan Cryder, CFP®, CPWA®

Bryan Cryder, CFP®, CPWA®

Global Wealth Management Intern

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  • Timeline

  • About me

    Senior Vice President, Financial Advisor at UBS Wealth Management

  • Education

    • Penn State University

      2010 - 2014
      Bachelor of Science (BS) Finance Graduated with Distinction

    • Yale School of Management

      -
      Wealth Management Theory & Practice

  • Experience

    • Merrill Lynch

      May 2012 - Aug 2012
      Global Wealth Management Intern

    • UBS

      Jun 2013 - Aug 2013
      Field Partnerships Intern

    • UBS

      Aug 2014 - now

      As a Wealth Planning Associate, Bryan served as the financial planning specialist for the 200 Park Avenue market. With a focus on delivering holistic wealth management, Bryan teamed with Advisors and clients to build comprehensive written financial plans that assessed clients' current situations, uncovered unmet needs, and strategized for the future.Areas of financial planning focus:• Investment Analysis• Cash Flow Analysis• Retirement Needs Analysis• Estate Analysis• Insurance Analysis• Liability Management Analysis• Social Security Analysis Show less

      • Senior Vice President, Financial Advisor

        Feb 2025 - now

      • Account Vice President, Financial Advisor

        Feb 2022 - Jan 2025

      • Financial Advisor

        Jan 2019 - Jan 2022

      • Wealth Planning Associate

        Sept 2016 - Dec 2018

      • Graduate Talent Program Analyst

        Aug 2014 - Aug 2016

  • Licenses & Certifications

    • **Registered States** CA, CT, DE, FL, IL, IN, KY, MA, MD, NC, NH, NJ, NY, OH, PA, TN, TX, VA, VT, WA

      FINRA

    • Life and Health Insurance

      New York State Department of Financial Services
      Nov 2017
      View certificate certificate

    • Certified Private Wealth Advisor®

      Investments & Wealth Institute
      Jan 2023
      View certificate certificate

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Jan 2017
      View certificate certificate

    • Series 7

      FINRA
      Aug 2014
      View certificate certificate

    • Series 66

      FINRA
      Jan 2014
      View certificate certificate

  • Honors & Awards

    • Awarded to Bryan Cryder, CFP®, CPWA®
      Outstanding Individual Representing Service and Philanthropy The Pennsylvania State University apr. 2012
    • Awarded to Bryan Cryder, CFP®, CPWA®
      USA Today Student Leadership Award The Pennsylvania State University apr. 2012
    • Awarded to Bryan Cryder, CFP®, CPWA®
      2019 & 2020 Volunteer Award The Hope Gala

  • Volunteer Experience

    • Volunteer and Fundraiser

      Issued by The Hope Gala on Jan 2018
      The Hope GalaAssociated with Bryan Cryder, CFP®, CPWA®

    • Fundraiser

      Issued by The Hole in the Wall Gang Camp on Jan 2007
      The Hole in the Wall Gang CampAssociated with Bryan Cryder, CFP®, CPWA®