Brian D Munson
CIMA®Professional Summary
Brian D Munson, CIMA®, who also goes by Brian Davis Munson, Brian Munson, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brian Davis Munson, Brian Munson
Similar Advisors
SUMMIT FINANCIAL, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SUMMIT FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SUMMIT FINANCIAL, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
SUMMIT FINANCIAL, LLC
Credentials
Years of Experience
32 years in the financial services industry
Current & Past Employments
Similar Advisors
SUMMIT FINANCIAL, LLC
Current Firm
BLACKSTONE ADVISORY PARTNERS L.P. | THE BLACKSTONE GROUP L.P. | THE BLACKSTONE GROUP | BLACKSTONE SECURITIES PARTNERS L.P. | BLACKSTONE CAPITAL MARKETS | BLACKSTONE ADVISORY SERVICES L.P.
Contact Information
Main Address
345 Park Avenue, New York, NY 10154-0191Mailing Address
601 Lexington Avenue 28th Floor, New York, NY 10022Phone Number
(212) 583-5000Established
Delaware since 09/27/1988Firm Type
PartnershipFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
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 |
Similar Advisors
SUMMIT FINANCIAL, LLC
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.
Similar Advisors
SUMMIT FINANCIAL, LLC
State Registrations and Notice Filings
(9/11/2017)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/8/2017)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/8/2017)
(3/3/2025)
(3/3/2025)
(3/4/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
(3/3/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Sep 2017About the Series 79 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1994About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jul 2007About the Series 26 examSRO Registrations
Similar Advisors
SUMMIT FINANCIAL, LLC
CRS (Client Relationship Summary) - BD
Click below to view Brian D Munson's CRS (Customer Relationship Summary).
Similar Advisors
SUMMIT FINANCIAL, LLC
