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EB

Erin E. Brand

Some features on this profile are disabled
CRD#: 4970829
EB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Erin Elizabeth Brand, CFP®, who also goes by Erin Brand, was a registered financial professional .

Erin is a previously registered financial professional and started their career in finance in 2005. Erin had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Erin Brand

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Past

August 16, 2021 - December 3, 2021

MYCIO WEALTH PARTNERS, LLC

RIA
CRD#: 134436
PHILADELPHIA, PA
Past

September 27, 2013 - October 5, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
PHILADELPHIA, PA
Past

September 27, 2013 - October 5, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
PHILADELPHIA, PA
Past

March 15, 2013 - September 18, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PHILADELPHIA, PA
Past

March 15, 2013 - September 18, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PHILADELPHIA, PA
Past

February 24, 2011 - April 4, 2013

MORGAN STANLEY

RIA
CRD#: 149777
PHILADELPHIA, PA
Past

June 1, 2009 - April 4, 2013

MORGAN STANLEY

BD
CRD#: 149777
PHILADELPHIA, PA
Past

January 8, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
PHILADELPHIA, PA
Past

June 22, 2005 - January 7, 2008

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MYCIO WEALTH PARTNERS, LLC
LEES BILES CONSULTING | MYCIO WEALTH PARTNERS, LLC | MY CIO

CRD#: 134436 / SEC#: 801-64053

RIA
Registered Investment Advisory firm - (4/7/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/28/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/29/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/5/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/21/2005
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MW
MYCIO WEALTH PARTNERS, LLC
LEES BILES CONSULTING | MYCIO WEALTH PARTNERS, LLC | MY CIO

CRD#: 134436 / SEC#: 801-64053

RIA
Registered Investment Advisory firm - (4/7/2005 Approved)
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Contact information

Main Address
2929 Walnut Street, Suite 1200, Philadelphia, PA 19104-5172
Mailing Address
Phone number
(267) 295-2280
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts8,011
AUM (Assets Under Management)$ 14,415,669,677

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/18/2025
Cover Page
Report
12/20/2023
Cover Page
Report
10/28/2022
Cover Page
Report

Red Flags

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.

Company Information

MYCIO WEALTH PARTNERS, LLC

CRD#: 134436

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