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RB

Rhonda J. Brier

VESTWELL SECURITIES
NEW YORK, NY 10017
Some features on this profile are disabled
CRD#: 4537516
RB

Professional summary

Rhonda Jill Brier, who also goes by Rhonda Jill Kravetz, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rhonda Jill Kravetz

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) - BD

Click below to view Rhonda Jill Brier's 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®
None

Experience

Current

October 29, 2025 - Present

VESTWELL SECURITIES, LLC

Office #1: 360 Madison Avenue 15th Floor, New York, NY 10017
BD
CRD#: 331531
NEW YORK, NY
Past

August 13, 2003 - March 4, 2008

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

September 5, 2002 - July 18, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

September 5, 2002 - July 18, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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

General Industry/Product Exam
RR
SIE
Date: 3/17/2025
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/3/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VS
VESTWELL SECURITIES, LLC
VESTWELL SECURITIES, LLC

CRD#: 331531 / SEC#: , 8-71272

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
360 Madison Avenue 15th Floor, New York, NY, 10017
Mailing Address
360 Madison Avenue 15th Floor, New York, NY, 10017
Phone number
(917) 844-0320
Established
Delaware since 04/19/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
VESTWELL HOLDINGS, INC.SHAREHOLDER
BLANCO MARQUEZ, ADRIANA GRISELLECCO7778003
DREPAUL, ROSHNIFINOP6487453
SAKOL, DANIEL SCOTTPRESIDENT2813237

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

VESTWELL SECURITIES, LLC

CRD#: 331531New York, NY 10017

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