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BA

Brian Eugene Andreosky

PACIFIC COAST CAPITAL
Lake Oswego, OR
·CRD# 4663919·12 years experience

Professional Summary

Brian Eugene Andreosky, who also goes by Brian Andreosky, is a registered financial advisor currently at PACIFIC COAST CAPITAL, LLC located in Lake Oswego, Oregon. Brian is registered as a RR (Registered Representative) and started their career in finance in 2014. Brian has worked at 3 firms and has passed the Series 66, Series 99TO, Series 79TO, SIE, Series 7, Series 28 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 Andreosky

Blog Corner

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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.

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

12 years in the financial services industry

Current & Past Employments

PACIFIC COAST CAPITAL, LLC·CRD# 304602
BD
5665 Meadows Road Suite 200, Lake Oswego, OR 97035
April 10, 2020 - Present
MCGEE WEALTH MANAGEMENT, INC.·CRD# 109847
RIA
Portland, OR
September 12, 2014 - March 15, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Portland, OR
April 1, 2014 - March 18, 2019

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Current Firm

PC
PACIFIC COAST CAPITAL, LLC

PACIFIC COAST CAPITAL, LLC

CRD#: 304602 / SEC#: 8-70364
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

5665 Meadows Road Suite 200, Lake Oswego, OR 97035

Mailing Address

5665 Meadows Road Suite 200, Lake Oswego, OR 97035

Phone Number

(503) 585-7774

Established

Oregon since 03/15/2019

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (2 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
ALDRICH SERVICES LLPMEMBER—
ANDREOSKY, BRIAN EUGENEPRINCIPAL, CHIEF COMPLIANCE OFFICER, FINOP4663919
PINKARD, CARL JAMES IIPRINCIPAL, MANAGER,4596300

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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
Oregon
(4/10/2020)

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed May 2014About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Jul 2025About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Oct 2019About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2014About the Series 7 exam

Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination

Passed Sep 2019About the Series 28 exam

Series 24 — General Securities Principal Examination

Passed Aug 2019About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Brian Eugene Andreosky's CRS (Customer Relationship Summary).

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