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Wayne Bruce Zussman

TRITON WEALTH MANAGEMENT, LLC·CHESTER, Maryland
Unclaimed Profile
116 S. PINEY ROAD, CHESTER, MD 21619CRD# 3250282Firm CRD# 132601
01

About

Wayne Bruce Zussman is a registered financial advisor based in CHESTER, Maryland, affiliated with TRITON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRITON WEALTH MANAGEMENT, LLC
TRITON WEALTH MANAGEMENT
AUM
$154M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3250282
Firm CRD# 132601
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wayne Bruce Zussman offer?
Wayne Bruce Zussman specializes in Financial Planning, Investment Management. Contact their office in CHESTER, Maryland for a consultation.
What are Wayne Bruce Zussman's credentials?
Wayne Bruce Zussman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wayne Bruce Zussman located?
Wayne Bruce Zussman is based in CHESTER, Maryland, working with TRITON WEALTH MANAGEMENT, LLC. Their office serves clients in the CHESTER metropolitan area and surrounding communities.
How does Wayne Bruce Zussman charge for services?
Wayne Bruce Zussman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRITON WEALTH MANAGEMENT, LLC?
TRITON WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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