Brian A. Voss
Professional summary
Brian Anthony Voss, who also goes by Brian A Voss, is a registered financial advisor currently at VOSS WEALTH MANAGEMENT located in Endicott, New York.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brian has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Anthony Voss's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 15, 2026 - Present
VOSS WEALTH MANAGEMENT
Office #1: 31 Adams Ave., Suite 3c, Endicott, NY 13760June 24, 2020 - May 29, 2026
NBT CAPITAL MANAGEMENT, INC.
July 24, 2019 - June 4, 2026
LPL FINANCIAL LLC
May 10, 2007 - December 31, 2007
LPL FINANCIAL LLC
May 1, 2003 - June 4, 2026
LPL FINANCIAL LLC
October 28, 2002 - March 28, 2003
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/15/2026)
Exams
Current Firm
VOSS WEALTH MANAGEMENT
CRD#: 338916 / SEC#: 801-135694
Contact information
SEC notice filing (8 States and Territories)
Red Flags
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Company Information
VOSS WEALTH MANAGEMENT
CRD#: 338916Endicott, NY 13760TRUST BUT VERIFY
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