Brett T. Agnew

JOURNEY STRATEGIC WEALTH LLC

ALAMO, CA 94506

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CRD#: 2383018

Professional summary

Brett Tyler Agnew, CFP®, who also goes by Brett Tyler Agnew, Brett Agnew, is a registered financial advisor currently at JOURNEY STRATEGIC WEALTH LLC located in Alamo, California.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Brett has worked at 11 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 6, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett Tyler Agnew | Brett Agnew

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.

1) Licensed insurance professional, same address, non-investment.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Tyler Agnew'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®

CFP^®

Certified Financial Planner

Experience

Current

March 29, 2021 - Present

JOURNEY STRATEGIC WEALTH LLC

Office #1: 3201 Danville Blvd. Suite 180, Alamo, CA 94506Office #2: 47 Maple Street Suite 104, Summit, NJ 07901

RIA

CRD#: 310648

ALAMO, CA

Past

August 30, 2017 - March 29, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Walnut Creek, CA

Past

June 2, 2014 - December 16, 2016

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

SAN FRANCISCO, CA

Past

September 26, 2003 - June 3, 2014

CITIZENS JMP SECURITIES, LLC

CRD#: 22208

SAN FRANCISCO, CA

Past

June 11, 2001 - December 18, 2002

HOTOVEC, POMERANZ & CO., LLC

CRD#: 41178

SAN FRANCISCO, CA

Past

September 17, 1999 - July 25, 2000

E*OFFERING

CRD#: 36717

SAN FRANCISCO, CA

Past

May 29, 1997 - August 27, 1999

VOLPE BROWN WHELAN & COMPANY, LLC

CRD#: 18329

SAN FRANCISCO, CA

Past

February 10, 1997 - May 21, 1997

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 28, 1995 - December 1, 1995

PROTECTED INVESTORS OF AMERICA

CRD#: 6082

SAN FRANCISCO, CA

Past

November 9, 1993 - January 5, 1994

REYNOLDS KENDRICK STRATTON, INC.

CRD#: 10414

Past

August 6, 1993 - September 28, 1993

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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".

JOURNEY STRATEGIC WEALTH LLC

JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT

CRD#: 310648 / SEC#: 801-119925

RIA

Registered Investment Advisory firm - (12/7/2020 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

California
(3/29/2021)

IAR

Hawaii
(1/6/2025)

IAR

New York
(1/6/2025)

IAR

Oregon
(1/6/2025)

IAR

Texas
(6/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/14/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 5/30/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/8/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/3/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/20/1999

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 12/16/1998

Registered Options Principal Examination

Current Firm

JOURNEY STRATEGIC WEALTH LLC

JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT

CRD#: 310648 / SEC#: 801-119925

RIA

Registered Investment Advisory firm - (12/7/2020 Approved)

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Contact information

Main Address

47 Maple Street Suite 104, Summit, NJ 07901

Mailing Address

Phone number

(201) 905-0070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JOURNEY STRATEGIC WEALTH, LLC DISCLOSURE BROCHURE & PRIVACY POLICY (9/10/2025)

Regulatory assets under management

Total Number of Accounts	3,304
AUM (Assets Under Management)	$ 3,764,311,936

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.

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Advisor Monitoring

Firm Stability Insights

Brett T. Agnew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Tyler Agnew's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

CITIZENS JMP SECURITIES, LLC

HOTOVEC, POMERANZ & CO., LLC

E*OFFERING

VOLPE BROWN WHELAN & COMPANY, LLC

PRUDENTIAL EQUITY GROUP, LLC

PROTECTED INVESTORS OF AMERICA

REYNOLDS KENDRICK STRATTON, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

JOURNEY STRATEGIC WEALTH LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/14/2017

SIE

Date: 10/1/2018

Series 55

Date: 5/30/2000

Series 7

Date: 11/8/1993

Series 6

Date: 8/3/1993

Series 24

Date: 4/20/1999

Series 4

Date: 12/16/1998

Current Firm

JOURNEY STRATEGIC WEALTH LLC

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOURNEY STRATEGIC WEALTH LLC

TRUST BUT VERIFY

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