Brian L. Czerwinski

MAVERICK PRIVATE WEALTH LLC

Frisco, TX

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CRD#: 2860094

Professional summary

Brian Lee Czerwinski is a registered financial advisor currently at MAVERICK PRIVATE WEALTH LLC located in Frisco, Texas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brian has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 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.

CORNERSTONE FAMILY OFFICE ADVISORS LLC: PROVIDES ADMINISTRATIVE AND PLANNING SERVICES TO HIGH NET WORTH FAMILIES. F2 ANALYTICS LLC: OWNER OF SMALL BUSINESS THAT PROVIDES CONSULTING SERVICES IN OPERATIONS, ACCOUNTING AND FINANCE TO SMALL BUSINESSES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lee Czerwinski'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

April 21, 2015 - Present

MAVERICK PRIVATE WEALTH LLC

RIA

CRD#: 175105

Frisco, TX

Past

January 21, 1998 - April 16, 2003

HERITAGE INVESTMENTS, L.L.C.

CRD#: 37692

DALLAS, TX

Past

March 14, 1997 - December 16, 2005

HERITAGE SECURITIES CORPORATION

CRD#: 30211

ADDISON, TX

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

Florida
(11/10/2025)

IAR

Texas
(4/21/2015)

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

IAR

Series 65

Date: 3/6/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/9/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/13/1997

General Securities Representative Examination

Current Firm

MAVERICK PRIVATE WEALTH LLC

BRIDGEHOUSE WEALTH ADVISORS LLC | MAVERICK PRIVATE WEALTH LLC | D3 WEALTH PARTNERS LLC

CRD#: 175105 / SEC#:

Florida

Registered Investment Advisory firm - (11/10/2025 Approved)

Texas

Registered Investment Advisory firm - (4/21/2015 Approved)

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Contact information

Main Address

Frisco, TX

Mailing Address

2591 Dallas Parkway Suite 300, Frisco, TX 75034

Phone number

(469) 430-2534

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 6,593,497

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian L. Czerwinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lee Czerwinski's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAVERICK PRIVATE WEALTH LLC

HERITAGE INVESTMENTS, L.L.C.

HERITAGE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 3/6/2015

Series 63

Date: 4/9/1997

Series 7

Date: 3/13/1997

Current Firm

MAVERICK PRIVATE WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAVERICK PRIVATE WEALTH LLC

TRUST BUT VERIFY

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