AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BN

Brian M. Newman

Some features on this profile are disabled
CRD#: 4308995
BN

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Manning Newman, who also goes by Brian M Newman, was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 2000. Brian had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 21 and Series 25 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian M Newman

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 11, 2019 - September 2, 2022

ARTISAN PARTNERS DISTRIBUTORS LLC

BD
CRD#: 45446
New York, NY
Past

August 23, 2013 - March 8, 2018

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY
Past

July 2, 2012 - July 11, 2013

VIRTU AMERICAS LLC

BD
CRD#: 149823
JERSEY CITY, NJ
Past

July 20, 2011 - July 2, 2012

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
JERSEY CITY, NJ
Past

September 22, 2008 - September 30, 2010

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

December 17, 2007 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 1, 2002 - January 8, 2008

VAN DER MOOLEN SPECIALISTS USA, LLC

BD
CRD#: 32034
NEW YORK, NY
Past

October 1, 2000 - March 1, 2002

LYDEN, DOLAN, NICK & CO., LLC

BD
CRD#: 33236
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/10/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 21
Date: 3/12/2002
NYSE Front Line Specialist Clerk
General Industry/Product Exam
RR
Series 25
Date: 5/20/1999
NYSE Trading Assistant Examination

Current Firm


AP
ARTISAN PARTNERS DISTRIBUTORS LLC
ARTISAN DISTRIBUTORS LLC | ARTISAN PARTNERS DISTRIBUTORS LLC

CRD#: 45446 / SEC#: , 8-51043

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
875 E. Wisconsin Avenue Suite 800, Milwaukee, WI 53202
Mailing Address
875 E. Wisconsin Avenue Suite 800, Milwaukee, WI 53202
Phone number
(414) 390-6100
Established
Wisconsin since 12/12/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
ARTISAN PARTNERS HOLDINGS LPSOLE MEMBER OF LLC
DEMSKI, JILL MARIECHIEF COMPLIANCE OFFICER4313464
HAMMAN, JAMES STEPHEN JRVICE PRESIDENT & SECRETARY2767492
KREIN, CHRISTOPHER JONVICE PRESIDENT4534130
RAMIREZ, GREGORY KENNETHCHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER3094595
VON HOFF, RYAN GEORGEVICE PRESIDENT, TREASURER AND CHIEF FINANCIAL OFFICER7169306

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


ARTISAN PARTNERS DISTRIBUTORS LLC

CRD#: 45446

TRUST BUT VERIFY

Monitor Brian Newman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics