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Laura W. Brewer

BLBB ADVISORS
Montgomeryville, PA 18936
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CRD#: 1321172
LB

Professional summary


Laura Way Brewer is a registered financial advisor currently at BLBB ADVISORS located in Montgomeryville, Pennsylvania.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Laura has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MS. BREWER IS A DIRECTOR AND ASSISTANT TREASURER OF BOARDWALK SECURITIES CORPORATION, LOCATED AT 300 DELAWARE AVENUE, SUITE 1704, WILMINGTON, DE 19801-1622, A PRIVATELY-HELD CORPORATION THAT MANAGES INVESTMENTS FOR THE BENEFIT OF CERTAIN FAMILY SHAREHOLDERS. SHE HAS BEEN AFFILIATED WITH BOARDWALK SECURITIES SINCE MARCH 2001.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Laura Way Brewer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 5, 2006 - Present

BLBB ADVISORS

Office #1: 103 Montgomery Avenue, Montgomeryville, PA 18936
RIA
CRD#: 139096
Montgomeryville, PA
Past

February 6, 1998 - September 6, 2019

BURKE, LAWTON, BREWER & BURKE, LLC

BD
CRD#: 1346
AMBLER, PA
Past

September 8, 1987 - July 31, 1989

BURKE, LAWTON, BREWER & BURKE, LLC

BD
CRD#: 1346
MONTGOMERYVILLE, PA
Past

July 21, 1987 - August 25, 1987

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BLBB ADVISORS
BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA
Registered Investment Advisory firm - (3/8/2006 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(4/5/2006)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BA
BLBB ADVISORS
BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA
Registered Investment Advisory firm - (3/8/2006 Approved)
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Contact information


Main Address
103 Montgomery Avenue, Montgomeryville, PA 18936
Mailing Address
P.o. Box 1010, Montgomeryville, PA 18936
Phone number
(215) 643-9100
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (30 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BLBB_3_26_2025 (3/26/2025)

Regulatory assets under management


Total Number of Accounts3,588
AUM (Assets Under Management)$ 2,739,761,758

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
06/23/2025
Cover Page
08/30/2024
04/02/2024
11/07/2023
11/02/2023
01/26/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BLBB ADVISORS

CRD#: 139096Montgomeryville, PA 18936

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Contact information


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