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BD

Brian John Dettmann

M&T SECURITIES
Boston, MA
·CRD# 4659106·23 years experience

Professional Summary

Brian John Dettmann, who also goes by Brian John Dettman, is a registered financial advisor currently at M&T SECURITIES, INC. located in Boston, Massachusetts. Brian is registered as a RR (Registered Representative) and started their career in finance in 2003. Brian has worked at 6 firms and has passed the Series 63, Series 82TO, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brian John Dettman

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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.

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.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

M&T SECURITIES, INC.·CRD# 17358
BD
115 Federal Street 18th Floor, Boston, MA 02110-0300
October 6, 2023 - Present
TRUIST SECURITIES, INC.·CRD# 6271
BD
Baltimore, MD
July 1, 2020 - January 27, 2023
BB&T SECURITIES, LLC·CRD# 142785
BD
Baltimore, MD
August 24, 2017 - July 1, 2020
CV BROKERAGE, INC·CRD# 462
BD
Williamstown, NJ
December 12, 2013 - August 27, 2017
REGAL SECURITIES, INC.·CRD# 7297
BD
Glenview, IL
May 24, 2012 - December 17, 2013
MORGAN JOSEPH TRIARTISAN LLC·CRD# 10948
BD
Chicago, IL
May 16, 2003 - March 9, 2010

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Current Firm

MS
M&T SECURITIES, INC.

M&T DISCOUNT BROKERAGE SERVICES, INC. | M&T SECURITIES, INC.

CRD#: 17358 / SEC#: 8-35185
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

1 Light Street Suite 2000, Buffalo, NY 14202

Mailing Address

1 Light Street, Baltimore, MD 21202

Phone Number

(410) 244-4307

Established

New York since 11/13/1985

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

901

FINRA licenses (24 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
M&T BANK CORPORATIONSHAREHOLDER—
BRETT, MICHELLE THERESEDIRECTOR7965730
COLLINS, ATWOOD IIIDIRECTOR5634496
DETTMANN, BRIAN JOHNDIRECTOR4659106
GIORGIO, HUGH EVANSDIRECTOR7535939
HOGAN, PAUL JOSEPHDIRECTOR2849151
JENNINGS, RACHEL MENNDIRECTOR3265541
PETRUS, TANYA MARIEPRINCIPAL FINANCIAL OFFICER/FINOP4848556
REILLY, MICHAEL MACKAYDIRECTOR4575618
REMORENKO, ALEXSANDRAPRESIDENT5699601
REMORENKO, ALEXSANDRACHIEF COMPLIANCE OFFICER5699601

Disclosures

Regulatory Event

6

Arbitration

1

Bond

1

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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

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(1/23/2024)
RR
Colorado
(1/23/2024)
RR
Connecticut
(1/23/2024)
RR
Delaware
(1/23/2024)
RR
District of Columbia
(1/23/2024)
RR
Florida
(1/23/2024)
RR
Georgia
(1/23/2024)
RR
Maine
(1/26/2024)
RR
Maryland
(10/6/2023)
RR
Massachusetts
(1/23/2024)
RR
Nevada
(1/23/2024)
RR
New Hampshire
(1/23/2024)
RR
New Jersey
(1/23/2024)
RR
New York
(1/23/2024)
RR
North Carolina
(1/23/2024)
RR
Ohio
(1/23/2024)
RR
Pennsylvania
(1/23/2024)
RR
Puerto Rico
(1/23/2024)
RR
Rhode Island
(1/23/2024)
RR
Texas
(1/23/2024)
RR
Vermont
(1/23/2024)
RR
Virginia
(1/23/2024)
RR
Washington
(1/23/2024)
RR
West Virginia
(1/23/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2003About the Series 63 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Oct 2023About the Series 82TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2003About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2004About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Brian John Dettmann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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BD
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