Brian C. Deane
Professional summary
Brian Curtis Deane, CFP® is a registered financial advisor currently at APOSTOLIC FINANCIAL ADVISORS, LLC located in Saddle River, New Jersey.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Brian has worked at 9 firms and has passed the Series 65, Series 63, Series 55, Series 7, Series 4, Series 10, Series 9, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Curtis Deane's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
May 21, 2013 - Present
APOSTOLIC FINANCIAL ADVISORS, LLC
September 30, 2010 - January 8, 2013
VANDHAM SECURITIES CORP.
April 22, 2005 - May 28, 2008
UBS SECURITIES LLC
February 7, 1996 - February 15, 2006
UBS CAPITAL MARKETS L.P.
October 22, 1991 - December 31, 1996
CHARLES SCHWAB & CO., INC.
February 11, 1991 - July 10, 1991
CASTLE SECURITIES CORP.
January 23, 1991 - March 5, 1991
HASAN GROWNEY CO. INC.
October 1, 1990 - February 27, 1991
LEGEND MERCHANT GROUP, INC.
September 6, 1990 - November 30, 1993
VANDERBILT SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/21/2013)
Exams
Series 55
Date: 10/7/2010
Limited Representative-Equity Trader ExamSeries 8
Date: 2/1/1994
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
APOSTOLIC FINANCIAL ADVISORS, LLC
CRD#: 167490 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 5,353,191 |
Red Flags
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