Brian J. Belcastro
Professional summary
Brian Joseph Belcastro, who also goes by Brian J Belcastro, is a registered financial advisor currently at THE $ COACH, LLC located in El Dorado Hills, California.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brian has worked at 5 firms and has passed the Series 66, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Joseph Belcastro's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2012 - Present
THE $ COACH, LLC
March 3, 2011 - November 8, 2011
WELLS FARGO CLEARING SERVICES, LLC
March 2, 2011 - November 8, 2011
WELLS FARGO CLEARING SERVICES, LLC
September 20, 2007 - October 29, 2010
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
June 22, 2005 - September 20, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
October 17, 2001 - September 20, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 23, 1999 - October 1, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2012)
Exams
Current Firm
THE $ COACH, LLC
CRD#: 159557 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 180,018 |
Red Flags
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