Brian Keith Weinreich
Professional Summary
Brian Keith Weinreich is a registered financial advisor currently at EGI FINANCIAL, INC. located in Akron, Ohio and AMERICAN HERITAGE SECURITIES, INC. located in Akron, Ohio. Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Brian has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24, Series 4, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
SEA FINANCIAL HAWAII
EQUITABLE ADVISORS, LLC
PURPOSE BUILT
FALCON WEALTH PLANNING, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SEA FINANCIAL HAWAII
EQUITABLE ADVISORS, LLC
PURPOSE BUILT
FALCON WEALTH PLANNING, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SEA FINANCIAL HAWAII
EQUITABLE ADVISORS, LLC
PURPOSE BUILT
FALCON WEALTH PLANNING, 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
SEA FINANCIAL HAWAII
EQUITABLE ADVISORS, LLC
PURPOSE BUILT
FALCON WEALTH PLANNING, LLC
Years of Experience
27 years in the financial services industry
Current & Past Employments
Similar Advisors
SEA FINANCIAL HAWAII
EQUITABLE ADVISORS, LLC
PURPOSE BUILT
FALCON WEALTH PLANNING, LLC
Current Firm
AMERICAN HERITAGE FINANCIAL | TEAM 3GEN | SARA GIBBS WEALTH MANAGEMENT | EGI FINANCIAL, INC.
Contact Information
Main Address
50 South Main Street Suite 1210, Akron, OH 44308-1831Phone Number
(330) 374-1932# of Employees
8SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
294AUM (Assets Under Management)
$348,658,870Similar Advisors
SEA FINANCIAL HAWAII
EQUITABLE ADVISORS, LLC
PURPOSE BUILT
FALCON WEALTH PLANNING, 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.
Similar Advisors
SEA FINANCIAL HAWAII
EQUITABLE ADVISORS, LLC
PURPOSE BUILT
FALCON WEALTH PLANNING, LLC
Primary Firm SEC Registration
AMERICAN HERITAGE FINANCIAL | TEAM 3GEN | SARA GIBBS WEALTH MANAGEMENT | EGI FINANCIAL, INC.
State Registrations and Notice Filings
(2/16/2021)
(5/12/2021)
(5/7/2009)
(5/14/2009)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2008About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2007About the Series 9 examSRO Registrations
Similar Advisors
SEA FINANCIAL HAWAII
EQUITABLE ADVISORS, LLC
PURPOSE BUILT
FALCON WEALTH PLANNING, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Brian Keith Weinreich's CRS (Customer Relationship Summary).
Similar Advisors
SEA FINANCIAL HAWAII
EQUITABLE ADVISORS, LLC
PURPOSE BUILT
FALCON WEALTH PLANNING, LLC
