Brian M. Neyland
CETERA INVESTMENT ADVISERS LLC
SAN ANTONIO, TX 78261
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CRD#: 2399536
Professional summary
Brian Michael Neyland, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in San Antonio, Texas and CETERA INVESTMENT SERVICES LLC located in Harlingen, Texas.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Brian has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
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.
1) 100% OWNER/PRESIDENT OF NEYLAND WEALTH MANAGEMENT (S CORP); PASS THROUGH COMPANY FOR CETERA INVESTMENT SERVICES BUSINESS 2) 100% OWNER/PRESIDENT OF LONG ISLAND BUILDING SYSTEMS, INC, COMMERCIAL CONSTRUCTION CO., 4HRS WK, NOT INVESTMENT RELATED; NO SECURITIES CLIENTS" 3) OWNER OF WMA: RETIREMENT AND PRIVATE WEALTH; DBA FOR CETERA BUSINESS 4) OWNER OF RENTAL PROPERTY; PRESIDENT OF NY LAND CONSTRUCTION MANAGEMENT & DEVELOPMENT LLC; CO-OWNED WITH SPOUSE; OVERSEEING OPERATIONS; BUYING HOMES, LAND, AND PROPERTY. 5) CO-OWNER OF GROUP HEALTH SOLUTIONS; SALE OF GROUP HEALTH AND DISABILITY INSURANCE TO BUSINESS OWNERS; 2 HRS/WK.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Michael Neyland's 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®
Start date: 2012
Experience
Current
November 15, 2018 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3735 Sunset Cliff, San Antonio, TX 78261Office #2: 45 Ne Loop 410 Ste 500, San Antonio, TX 78216RIA
CRD#: 105644
SAN ANTONIO, TX
Current
November 15, 2018 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 1816 W Buena Vista, Harlingen, TX 78550Office #2: 45 Ne Loop 410 Ste 500, San Antonio, TX 78216Office #4: 2101 Mccullough Ave Suite 200, San Antonio, TX 78212BD
CRD#: 15340
Harlingen, TX
Past
May 27, 2008 - December 13, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAN ANTONIO, TX
Past
May 27, 2008 - December 13, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
SAN ANTONIO, TX
Past
July 31, 2003 - May 27, 2008
IFMG SECURITIES, INC.
RIA
CRD#: 14416
PATCHOGUE, NY
Past
July 31, 2003 - May 27, 2008
IFMG SECURITIES, INC.
BD
CRD#: 14416
PATCHOGUE, NY
Past
June 18, 2003 - July 24, 2003
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Past
July 15, 2002 - July 8, 2003
IFMG SECURITIES, INC.
RIA
CRD#: 14416
BROOKLYN, NY
Past
March 21, 2001 - July 8, 2003
IFMG SECURITIES, INC.
BD
CRD#: 14416
PURCHASE, NY
Past
September 17, 1993 - March 22, 2001
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/2/2024)
RR
Arizona(9/7/2022)
RR
Arkansas(3/2/2024)
RR
California(9/7/2022)
RR
Colorado(1/24/2020)
RR
Connecticut(3/2/2024)
RR
Delaware(3/2/2024)
RR
District of Columbia(3/2/2024)
RR
Florida(1/24/2020)
RR
Georgia(3/2/2024)
RR
Illinois(3/2/2024)
RR
Indiana(3/2/2024)
RR
Kansas(3/2/2024)
RR
Kentucky(3/2/2024)
RR
Louisiana(1/24/2020)
RR
Maine(9/7/2022)
RR
Maryland(9/7/2022)
RR
Massachusetts(1/24/2020)
RR
Michigan(3/2/2024)
RR
Minnesota(1/24/2020)
RR
Mississippi(3/2/2024)
RR
Missouri(3/2/2024)
RR
Nebraska(3/2/2024)
RR
Nevada(3/2/2024)
RR
New Hampshire(9/7/2022)
RR
New Jersey(1/24/2020)
RR
New Mexico(1/24/2020)
RR
New York(11/15/2018)
RR
North Carolina(1/24/2020)
RR
Ohio(3/4/2024)
RR
Oklahoma(11/15/2018)
RR
Pennsylvania(1/24/2020)
RR
Rhode Island(9/7/2022)
RR
South Carolina(3/2/2024)
RR
Tennessee(3/2/2024)
RR
Texas(11/15/2018)
IAR
Texas(11/15/2018)
RR
Vermont(3/2/2024)
RR
Virginia(9/7/2022)
RR
Washington(9/7/2022)
RR
Wyoming(1/24/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
