Robert Brian Werner
CFP®Professional Summary
Robert Brian Werner, CFP®, who also goes by Brian Werner, R Brian Werner, is a registered financial advisor currently at WINTHROP PARTNERS - WPA , LLC located in Pittsburgh, Pennsylvania and WINTHROP PARTNERS - EPA, LLC located in Orchard, New York. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robert has worked at 5 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Financial Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
Specializations
Biography
Mr. Werner is a Chartered Financial Analyst®. He has been recognized as one of America's top financial planners. Brian holds an MBA from Duquesne University, Magna Cum Laude, and is a graduate of University of Dayton. He is a member of the Pittsburgh Security Analyst Society, and Estate and Financial Planning Council. Brian and his wife Monica returned to their hometown of Pittsburgh in 2005 to raise their two children and settled in Edgewood, PA....
Other Aliases
Brian Werner, R Brian Werner
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LOCUST CAPITAL MANAGEMENT-WNY, LLC | WINTHROP PARTNERS - WNY, LLC
Contact Information
Main Address
21 Princeton Place Suite 230, Orchard, NY 14127Phone Number
(716) 508-8178# of Employees
4SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
302AUM (Assets Under Management)
$186,229,903Similar Advisors
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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.
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Primary Firm SEC Registration
LOCUST CAPITAL MANAGEMENT-WNY, LLC | WINTHROP PARTNERS - WNY, LLC
State Registrations and Notice Filings
(7/15/2022)
(1/22/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Brian Werner's CRS (Customer Relationship Summary).
Services Offered by Robert
- Business Services
- Financial Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
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