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Wayne Bruce Zussman

TRITON WEALTH MANAGEMENT, LLC·CHESTER, Maryland
Series 6, Series 63, Series 65Clean record24 years registeredTRITON WEALTH MANAGEMENT, LLC
116 S. PINEY ROAD, CHESTER, MD 21619CRD# 3250282Firm CRD# 132601

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wayne Bruce Zussman · CHESTER, MD
Registration
CRD #3250282 · TRITON WEALTH MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

FOCUS PARTNERS WEALTH, LLC
Feb 2018 – present
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC
Jan 2016 – Mar 2018
Bethesda, MD
TRITON WEALTH MANAGEMENT
Jan 2008 – Dec 2015
EASTON, MD
MEDALLION ADVISORY SERVICES, LLC
May 2002 – Dec 2007
GAITHERSBURG, MD
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · May 21, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRITON WEALTH MANAGEMENT, LLC
CRD 132601 · SEC 801-68750
AUM
$154M
Regulatory assets under management
Employees
4
1,013 client accounts
Services offered by TRITON WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRITON WEALTH MANAGEMENT, LLC →
Introduction

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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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Other Advisors at TRITON WEALTH MANAGEMENT, LLC

Karen Lapier Baer
CHESTER, MD

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