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BC

Brian M. Coholan

Some features on this profile are disabled
CRD#: 2096781
BC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Markley Coholan, who also goes by Brian M Coholan, was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1990. Brian had worked at 12 firms and has passed the Series 65, Series 63, SIE, PC and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brian M Coholan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 15, 2022 - February 1, 2024

R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

RIA
CRD#: 143462
DEWITT, NY
Past

July 15, 2022 - July 25, 2023

REALTA EQUITIES, INC.

BD
CRD#: 23769
Dewitt, NY
Past

June 2, 2020 - July 17, 2020

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
LIVERPOOL, NY
Past

November 14, 2019 - July 17, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LIVERPOOL, NY
Past

April 17, 2007 - August 16, 2018

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
MINNEAPOLIS, MN
Past

April 2, 2007 - April 12, 2007

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

February 1, 2007 - April 2, 2007

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
ITHACA, NY
Past

November 10, 2003 - December 31, 2006

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
KANSAS CITY, MO
Past

January 20, 1998 - November 17, 2003

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

June 2, 1994 - October 17, 1997

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

September 27, 1993 - January 22, 1994

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

October 30, 1990 - September 27, 1993

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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".
RP
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS | STRATEGIC WEALTH ADVISORS | RS PETRELL & ASSOCIATES, LLC

CRD#: 143462 / SEC#: 801-70011

RIA
Registered Investment Advisory firm - (4/1/2009 Approved)
New York
Registered Investment Advisory firm - (4/30/2015 Terminated)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/19/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/15/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/16/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
PC
Date: 12/20/1990
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 7
Date: 10/29/1990
General Securities Representative Examination

Current Firm

RP
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS | STRATEGIC WEALTH ADVISORS | RS PETRELL & ASSOCIATES, LLC

CRD#: 143462 / SEC#: 801-70011

RIA
Registered Investment Advisory firm - (4/1/2009 Approved)
New York
Registered Investment Advisory firm - (4/30/2015 Terminated)
PREMIUM
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Contact information

Main Address
5784 Widewaters Parkway First Floor, Dewitt, NY 13214
Mailing Address
Phone number
(315) 218-7350
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 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

BROCHURE SUPPLEMENT RS PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS - R. PETRELL- 2025.12.05 (2/4/2026)
RS PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS FIRM BROCHURE 02/02/2026 (2/4/2026)
BROCHURE SUPPLEMENT RS PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS - C. WELLAR - 2025.12.05 (2/4/2026)
BROCHURE SUPPLEMENT RS PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS - MB. PETRELL - 2025.12.05 (2/4/2026)

Regulatory assets under management

Total Number of Accounts446
AUM (Assets Under Management)$ 159,068,338

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

R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

CRD#: 143462

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