Brian D. Nolan

NOLAN CAPITAL ADVISORS LLC

Oviedo, FL

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CRD#: 2971314

Professional summary

Brian David Nolan is a registered financial advisor currently at NOLAN CAPITAL ADVISORS LLC located in Oviedo, Florida.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brian has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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.

NOLAN CAPITAL ADVISORS IS REGISTERED AS AN INSURANCE AGENCY. WE MAY EARN COMMISSIONS FROM INSURANCE COMPANIES WE ARE DIRECTLY APPOINTED WITH FOR THE SALE OF VARIABLE AND NON VARIABLE LIFE, HEALTH, ANNUITY AND OR DISABILITY INCOME INSURANCE. MAKE IT HAPPEN CONSULTING, NON SECURITY INVESTMENT RELATED. 11317 SW 114 CIRCLE TERRACE, MIAMI FL 33176, BRING TOGETHER DIVERSE INDIVIDUALS WHO SEEK TO SUPPORT UNIQUE OPPORTUNITIES WITH STRONG FINANCIAL AND SOCIAL RETURNS. LIMITED PARTNER, OWNER OF 5000 UNITS. STARTED 3/2011. 0 HRS/WK DURING TRADING HOURS, 0 HRS/WK AFTER TRADING HOURS. DUTIES AS A PASSIVE INVESTOR. CENTRAL COUNTY COMMUNITY DEVELOPMENT CORP. NON SECURITY INVESTMENT RELATED. 11 NW 36 AVE. FT LAUDERDALE FL 33311. BOARD OF DIRECTOR, 0% OWNER. STARTED 3/2011. 1/2 HR/MONTH DURING TRADING HOURS, 1/2 HR/MONTH AFTER TRADING HOURS. DUTEIS: DISCUSS BY LAWS, REVIEW FINANCIAL STATEMENTS FOR AFFORDABLE HOUSING. BETA THETA PI PSI DIAMOND ASSOCIATION: NON SECURITY INVESTMENT RELATED, BETA THETA PI PSI CHAPTER, BETHANY WV. VOLUNTEER ALUMNI ROLE. STARTED 8/2011. 1 HR/MONTH AFTER TRADING HOURS. DUTIES: FOCUS ON RECRUITMENT STRATEGIES FOR THE LOCAL CHAPTER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian David Nolan'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

September 20, 2011 - Present

NOLAN CAPITAL ADVISORS LLC

RIA

CRD#: 158775

Oviedo, FL

Past

November 25, 2009 - August 17, 2011

QUEST CAPITAL STRATEGIES, INC.

RIA

CRD#: 16783

MIAMI, FL

Past

November 24, 2009 - August 17, 2011

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

April 2, 2009 - October 29, 2009

COLONIAL ASSET MANAGEMENT INC

RIA

CRD#: 108950

COCONUT CREEK, FL

Past

January 22, 2009 - October 30, 2009

COLONIAL BROKERAGE, INC.

CRD#: 111668

COCONUT CREEK, FL

Past

December 22, 2008 - January 23, 2009

WAMU INVESTMENTS, INC.

RIA

CRD#: 599

HOLLYWOOD, FL

Past

June 19, 2008 - January 23, 2009

WAMU INVESTMENTS, INC.

CRD#: 599

HOLLYWOOD, FL

Past

April 26, 2006 - March 5, 2008

SENTINEL FINANCIAL SERVICES COMPANY

CRD#: 31175

MONTPELIER, VT

Past

April 11, 2005 - April 25, 2006

EDWARD JONES

CRD#: 250

FT LAUDERDALE, FL

Past

December 9, 1998 - April 28, 2005

FEDERATED SECURITIES CORP.

CRD#: 5009

PITTSBURGH, PA

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
(9/20/2011)

IAR

Pennsylvania
(12/9/2020)

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: 12/18/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/26/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/7/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/4/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NOLAN CAPITAL ADVISORS LLC

NOLAN CAPITAL ADVISORS LLC | NOLAN, BRIAN D

CRD#: 158775 / SEC#:

Florida

Registered Investment Advisory firm - (9/20/2011 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/9/2020 Approved)

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Contact information

Main Address

Oviedo, FL

Mailing Address

Phone number

(321) 209-1424

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	256
AUM (Assets Under Management)	$ 28,794,175

Red Flags

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

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Firm Stability Insights

Brian D. Nolan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian David Nolan's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUEST CAPITAL STRATEGIES, INC.

QUEST CAPITAL STRATEGIES, INC.

COLONIAL ASSET MANAGEMENT INC

COLONIAL BROKERAGE, INC.

WAMU INVESTMENTS, INC.

WAMU INVESTMENTS, INC.

SENTINEL FINANCIAL SERVICES COMPANY

EDWARD JONES

FEDERATED SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2008

Series 63

Date: 4/26/1999

Series 7

Date: 6/7/2005

Series 6

Date: 12/4/1998

Current Firm

NOLAN CAPITAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NOLAN CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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