Brian J. Redican

COURSEVIEW CAPITAL LLC

Bronxville, NY

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CRD#: 2751688

Professional summary

Brian John Redican, who also goes by Brian John Redican, is a registered financial advisor currently at COURSEVIEW CAPITAL LLC located in Bronxville, New York and ARCADIA SECURITIES, LLC located in New York, New York.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Brian has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian John Redican

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.

CCO, PORTFOLIO MANAGER, WEALTH ADVISOR, and FOUNDER of COURSEVIEW CAPITAL, LLC LOCATED IN BRONXVILLE, NEW YORK SINCE NOVEMBER OF 2020. COURSEVIEW IS AN INDEPENDENT REGISTERED INVESTMENT ADVISOR. TWELVE HOURS PER MONTH ARE DEVOTED TO THIS INVESTMENT RELATED BUSINESS DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian John Redican'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®

None

Experience

Current

October 28, 2021 - Present

COURSEVIEW CAPITAL LLC

RIA

CRD#: 311997

Bronxville, NY

Current

June 17, 2025 - Present

ARCADIA SECURITIES, LLC

Office #1: 600 Lexington Avenue 30th Floor, New York, NY 10022

CRD#: 44656

New York, NY

Past

January 25, 2018 - December 9, 2020

WILMINGTON CAPITAL SECURITIES, LLC

RIA

CRD#: 133839

New York, NY

Past

October 4, 2017 - December 9, 2020

WILMINGTON CAPITAL SECURITIES, LLC

CRD#: 133839

New York, NY

Past

August 21, 2013 - April 3, 2017

LPS CAPITAL LLC

CRD#: 155246

NEW YORK, NY

Past

March 7, 2013 - September 17, 2013

GFI SECURITIES LLC

CRD#: 19982

NEW YORK, NY

Past

November 7, 2008 - January 9, 2013

RAFFERTY CAPITAL MARKETS, LLC

CRD#: 23682

NEW YORK, NY

Past

June 5, 2006 - November 17, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

October 30, 1996 - June 15, 2006

TD AMERITRADE, INC.

CRD#: 7870

NEW YORK, NY

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.

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

California
(7/29/2025)

Connecticut
(7/30/2025)

Florida
(7/30/2025)

Illinois
(8/28/2025)

Maryland
(8/1/2025)

New Jersey
(7/30/2025)

IAR

New York
(10/28/2021)

New York
(7/29/2025)

North Carolina
(9/15/2025)

Pennsylvania
(7/30/2025)

Puerto Rico
(8/22/2025)

South Carolina
(9/17/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 7/28/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/10/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/14/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/29/1996

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

COURSEVIEW CAPITAL LLC

CRD#: 311997 / SEC#:

New York

Registered Investment Advisory firm - (12/11/2020 Approved)

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Contact information

Main Address

Bronxville, NY

Mailing Address

Phone number

(917) 273-5598

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 3,094,583

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 J. Redican

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian John Redican's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARCADIA SECURITIES, LLC

WILMINGTON CAPITAL SECURITIES, LLC

WILMINGTON CAPITAL SECURITIES, LLC

LPS CAPITAL LLC

GFI SECURITIES LLC

RAFFERTY CAPITAL MARKETS, LLC

CITIGROUP GLOBAL MARKETS INC.

TD AMERITRADE, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/28/2025

Series 65

Date: 8/10/2001

Series 7TO

Date: 8/14/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/29/1996

FINRA

Nasdaq Stock Market

Current Firm

COURSEVIEW CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COURSEVIEW CAPITAL LLC

TRUST BUT VERIFY

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