Rhonda Jill Brier
Professional Summary
Rhonda Jill Brier, who also goes by Rhonda Jill Kravetz, is a registered financial advisor currently at VESTWELL SECURITIES, LLC located in New York, New York. Rhonda is registered as a RR (Registered Representative) and started their career in finance in 2002. Rhonda has worked at 4 firms and has passed the SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rhonda Jill Kravetz
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
VESTWELL SECURITIES, LLC
Contact Information
Main Address
360 Madison Avenue 15th Floor, New York, NY, 10017Mailing Address
360 Madison Avenue 15th Floor, New York, NY, 10017Phone Number
(917) 844-0320Established
Delaware since 04/19/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Rhonda Jill Brier's CRS (Customer Relationship Summary).
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