JB
John J. Brough
BENTLEY WEALTH ADVISORS
Warwick, RI 02886
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CRD#: 4851866
JB
Professional summary
John J Brough JR., who also goes by John J Brough, is a registered financial advisor currently at BENTLEY WEALTH ADVISORS, LLC located in Warwick, Rhode Island.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John J Brough
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.
1) DISANTO PRIEST & CO., WARWICK, RI, NON-INVESTMENT RELATED; RETIRED PARTNER; 01/2003 TO PRESENT; CURRENTLY DEVOTES APPROXIMATELY 20 HOURS PER MONTH TO THIS BUSINESS. 2) SEGUE ADVISORY GROUP, LLC; WAKEFIELD, RI 02880; NON-INVESTMENT-RELATED; SPECIALIZED ADVISORY SERVICES; MANAGING DIRECTOR; MARCH 2020; HOURS VARY; BUSINESS VALUATION; LITIGATION SUPPORT; BUSINESS ADVISORY; SUCCESSION PLANNING; MANAGEMENT. 3) MONETA INVESTORS, INC, INVESTMENT RELATED, NON TRADITIONAL INCOME FROM ACCOUNTING FIRM, SHAREHOLDER, 2011, 10 HOURS PER MONTH, 117 Metro Center Blvd, Warwick, RI 02886. 4) JOHN J BROUGH, JR, INVESTMENT RELATED, NON TRADITIONAL INCOME FROM ACCOUNTING FIRM, SOLE PROPRIETOR, 2003, 5 HOURS PER MONTH. 5) FRANK A GESMONDI TRUST DTD 1989, INVESTMENT RELATED, ESTATE/TRUST ASSETS, TRUSTEE, 1989, 2 HOURS PER MONTH. 6) DON A DEANGELIS IRREVOCABLE TRUST, NON-INVESTMENT RELATED, IRREVOCABLE LIFE INSURANCE TRUST, TRUSTEE, 2006, 5-10 HOURS PER MONTH. 7) DAVID BAUD IRREVOCABLE TRUST, NON-INVESTMENT RELATED, IRREVOCABLE LIFE INSURANCE TRUST, TRUSTEE, 2006, 1 HOUR PER MONTH. 8) LAURIE BAUD IRREVOCABLE TRUST, NON-INVESTMENT RELATED, IRREVOCABLE LIFE INSURANCE TRUST, TRUSTEE, 2006, 1 HOUR PER MONTH. 9) UNIVERSITY OF RI COLLEGE OF BUSINESS ADVISORY COUNCIL, NON-INVESTMENT RELATED, DEAN'S ADVISORY COUNCIL, COUNCIL MEMBER, 1995, 2 HOURS PER MONTH. 10) UNIVERSITY OF RI FOUNDATION, NON-INVESTMENT RELATED, UNIVERSITY FOUNDATION, TRUSTEE, 1996, 2 HOURS PER MONTH. 11) UNIVERSITY OF RI FOUNDATION AUDIT COMMITTEE, NON-INVESTMENT RELATED, AUDIT COMMITTEE CHAIR, OCTOBER 2021 (COMMITTEE MEMBER SINCE 2008), 2-3 HOURS PER MONTH. 12) SOUTH COUNTY HEALTH PROFESSIONAL ADVISORY GROUP, NON INVESTMENT RELATED, ADVISORY GROUP, COMMITTEE MEMBER, 2010, 1 HOUR PER MONTH. 13) UNIVERSITY CLUB, PAST PRESIDENT AS OF JUNE 2025, BOARD OF DIRECTORS, LONG RANGE PLANNING AND FINANCE COMMITTEES, 2019-PRESENT, 10-15 HRS PER MONTH. 14) ABIGAIL R. CORRADO IRREVOCABLE TRUST, NON-INVESTMENT RELATED, IRREVOCABLE SPECIAL NEEDS TRUST, CO-TRUSTEE, 2018, 1 HOUR PER MONTH. 15) BROOK DEANGELIS, IRREVOCABLE TRUST, 2016, INVESTMENT RELATED, IRREVOCABLE TRUST, TRUSTEE, 2016, 1 HOUR PER MONTH. 16) SLOANE DEANGELIS IRREVOCABLE TRUST 2016, INVESTMENT RELATED, 2016, 1 HOUR PER MONTH. 17) ALICE LAURENSON LIVING TRUST, INVESTMENT RELATED, ESTATE/LIVING TRUST, CO-TRUSTEE, 2019, 1 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view John J Brough JR.'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®
NoneExperience
Current
January 15, 2019 - Present
BENTLEY WEALTH ADVISORS, LLC
Office #1: 117 Metro Center Boulevard Suite 3000, Warwick, RI 02886RIA
CRD#: 293311
Warwick, RI
Past
June 29, 2018 - December 31, 2018
BENTLEY WEALTH ADVISORS, LLC
RIA
CRD#: 293311
WARWICK, RI
Past
November 22, 2007 - January 4, 2011
BENTLEY WEALTH ADVISORS, LLC
RIA
CRD#: 126007
WARWICK, RI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Rhode Island(1/15/2019)
Current Firm
BW
BENTLEY WEALTH ADVISORS, LLC
BENTLEY WEALTH ADVISORS, LLC
CRD#: 293311 / SEC#:
Rhode Island
Registered Investment Advisory firm - (12/31/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
117 Metro Center Boulevard Suite 3000, Warwick, RI 02886
Mailing Address
Phone number
(401) 921-2000
Established
Firm type
Fiscal year end
# of Employees
14
Red Flags
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Company Information
BENTLEY WEALTH ADVISORS, LLC
CRD#: 293311Warwick, RI 02886TRUST BUT VERIFY
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