Brian D. Munson

BLACKSTONE SECURITIES PARTNERS L.P.

Miami, FL 33136

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CRD#: 2466713

Professional summary

Brian D Munson, CIMA®, who also goes by Brian Davis Munson, Brian Munson, is a registered financial professional currently at BLACKSTONE SECURITIES PARTNERS L.P. located in Miami, Florida.

Brian is registered as a RR (Registered Representative) and started their career in finance in 1994. Brian has worked at 10 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 79, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Brian Davis Munson | Brian Munson

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) - BD

Click below to view Brian D Munson'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

March 8, 2017 - Present

BLACKSTONE SECURITIES PARTNERS L.P.

Office #1: 2 Miami Central 700 Nw 1st Avenue, Miami, FL 33136

CRD#: 17917

Miami, FL

Past

December 19, 2013 - February 2, 2017

THORNBURG INVESTMENT MANAGEMENT INC

RIA

CRD#: 106357

TAMPA, FL

Past

November 20, 2013 - February 2, 2017

THORNBURG SECURITIES LLC

CRD#: 14857

SANTA FE, NM

Past

October 1, 2013 - November 19, 2013

CAPITAL CLIENT GROUP, INC.

RIA

CRD#: 6247

LOS ANGELES, CA

Past

June 26, 2007 - November 19, 2013

CAPITAL CLIENT GROUP, INC.

CRD#: 6247

LOS ANGELES, CA

Past

January 6, 2006 - June 14, 2007

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

Past

August 22, 2003 - June 14, 2007

CURIAN CAPITAL, LLC

RIA

CRD#: 120270

DENVER, CO

Past

April 23, 2003 - December 31, 2005

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

APPLETON, WI

Past

January 1, 1996 - March 11, 2003

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

March 1, 1995 - October 13, 1995

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

June 25, 1994 - March 1, 1995

COLONIAL INVESTMENT SERVICES

CRD#: 25929

Past

April 7, 1994 - May 13, 1994

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

State Registrations and Notice Filings

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

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

Alabama
(9/11/2017)

Alaska
(3/3/2025)

Arizona
(3/3/2025)

Arkansas
(3/3/2025)

California
(3/3/2025)

Colorado
(3/3/2025)

Connecticut
(3/3/2025)

Delaware
(3/3/2025)

District of Columbia
(3/3/2025)

Florida
(3/8/2017)

Georgia
(3/3/2025)

Hawaii
(3/3/2025)

Idaho
(3/3/2025)

Illinois
(3/3/2025)

Indiana
(3/3/2025)

Iowa
(3/3/2025)

Kansas
(3/3/2025)

Kentucky
(3/3/2025)

Louisiana
(3/3/2025)

Maine
(3/3/2025)

Maryland
(3/3/2025)

Massachusetts
(3/3/2025)

Michigan
(3/3/2025)

Minnesota
(3/3/2025)

Mississippi
(3/3/2025)

Missouri
(3/3/2025)

Montana
(3/3/2025)

Nebraska
(3/3/2025)

Nevada
(3/3/2025)

New Hampshire
(3/3/2025)

New Jersey
(3/3/2025)

New Mexico
(3/3/2025)

New York
(3/8/2017)

North Carolina
(3/3/2025)

North Dakota
(3/3/2025)

Ohio
(3/4/2025)

Oklahoma
(3/3/2025)

Oregon
(3/3/2025)

Pennsylvania
(3/3/2025)

Puerto Rico
(3/3/2025)

Rhode Island
(3/3/2025)

South Carolina
(3/3/2025)

South Dakota
(3/3/2025)

Tennessee
(3/3/2025)

Texas
(3/3/2025)

Utah
(3/3/2025)

Vermont
(3/3/2025)

Virgin Islands
(3/3/2025)

Virginia
(3/3/2025)

Washington
(3/3/2025)

West Virginia
(3/3/2025)

Wisconsin
(3/3/2025)

Wyoming
(3/3/2025)

Exams

State Security Law Exam

IAR

Series 65

Date: 10/1/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/21/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/11/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 9/7/2017

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 11/7/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/5/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/12/2007

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

BLACKSTONE SECURITIES PARTNERS L.P.

CRD#: 17917 / SEC#: , 8-35941

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

345 Park Avenue, New York, NY 10154-0191

Mailing Address

601 Lexington Avenue 28th Floor, New York, NY 10022

Phone number

(212) 583-5000

Established

Delaware since 09/27/1988

Firm type

Partnership

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
BLACKSTONE GROUP HOLDINGS L.P.	LIMITED PARTNER
BALLAS, ZACHARY	DESIGNATED PRINCIPAL	6563232
BLACKSTONE ADVISORY SERVICES L.L.C.	GENERAL PARTNER
DEROSE, ANTHONY	CHIEF COMPLIANCE OFFICER	5553578
PAYNE, DAVID BRYAN	CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, FINOP	4984877
SCHWARZMAN, STEPHEN ALLEN	CHAIRMAN & CEO	861435

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

Brian D. Munson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brian D Munson's CRS (Customer Relationship Summary).

Certified licenses

Experience

THORNBURG INVESTMENT MANAGEMENT INC

THORNBURG SECURITIES LLC

CAPITAL CLIENT GROUP, INC.

CAPITAL CLIENT GROUP, INC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CURIAN CAPITAL, LLC

INVESTMENT CENTERS OF AMERICA, INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BOFA DISTRIBUTORS, INC.

COLONIAL INVESTMENT SERVICES

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/2013

Series 66

Date: 8/21/2003

Series 63

Date: 8/11/1995

SIE

Date: 10/1/2018

Series 79

Date: 9/7/2017

Series 7

Date: 11/7/2000

Series 6

Date: 4/5/1994

Series 26

Date: 7/12/2007

FINRA

Current Firm

BLACKSTONE SECURITIES PARTNERS L.P.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

BLACKSTONE SECURITIES PARTNERS L.P.

TRUST BUT VERIFY

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