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BB

Brooke A. Bees

WICK CAPITAL PARTNERS
Wayne, PA 19087
Some features on this profile are disabled
CRD#: 3273013
BB

Professional summary

Brooke Ashley Bees, CFP®, who also goes by Brooke Ashley Hellar, is a registered financial advisor currently at WICK CAPITAL PARTNERS, LLC located in Wayne, Pennsylvania.

Brooke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brooke has worked at 9 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brooke Ashley Hellar

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brooke Ashley Bees's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Experience

Current

November 27, 2024 - Present

WICK CAPITAL PARTNERS, LLC

Office #1: 150 N. Radnor Chester Road Suite A225, Wayne, PA 19087
RIA
CRD#: 299194
Wayne, PA
Past

September 26, 2023 - December 3, 2024

MISSION WEALTH MANAGEMENT, LP

RIA
CRD#: 113057
Wynnewood, PA
Past

February 6, 2020 - September 14, 2023

BRYN MAWR TRUST ADVISORS, LLC

RIA
CRD#: 285359
PHILADELPHIA, PA
Past

March 4, 2011 - November 20, 2019

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
RADNOR, PA
Past

April 15, 2008 - December 23, 2010

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
WAYNE, PA
Past

December 11, 2007 - December 23, 2010

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
WAYNE, PA
Past

August 25, 2004 - December 31, 2005

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH
Past

June 17, 2004 - August 20, 2004

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

July 24, 2002 - June 3, 2004

NEW ENGLAND SECURITIES

RIA
CRD#: 615
NEWTOWN SQUARE, PA
Past

December 7, 2000 - June 3, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

January 19, 2000 - October 31, 2000

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WC
WICK CAPITAL PARTNERS, LLC
WICK CAPITAL MANAGEMENT, LLC | WICK CAPITAL PARTNERS, LLC

CRD#: 299194 / SEC#: 801-114337

RIA
Registered Investment Advisory firm - (11/23/2018 Approved)

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
Pennsylvania
(11/27/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/3/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/30/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/18/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/13/2008
General Securities Principal Examination

Current Firm

WC
WICK CAPITAL PARTNERS, LLC
WICK CAPITAL MANAGEMENT, LLC | WICK CAPITAL PARTNERS, LLC

CRD#: 299194 / SEC#: 801-114337

RIA
Registered Investment Advisory firm - (11/23/2018 Approved)
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Contact information

Main Address
150 N. Radnor Chester Road Suite A225, Wayne, PA 19087
Mailing Address
Phone number
(215) 302-3535
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WICK FORM ADV PART2A 2025V2 (6/18/2025)

Regulatory assets under management

Total Number of Accounts942
AUM (Assets Under Management)$ 565,287,657

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.

Company Information

WICK CAPITAL PARTNERS, LLC

CRD#: 299194Wayne, PA 19087

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