Brett Julius Lousararian
Professional Summary
Brett Julius Lousararian, who also goes by Brett J. Lousararian, is a registered financial advisor currently at SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC located in Wellesley Hills, Massachusetts. Brett is registered as a RR (Registered Representative) and started their career in finance in 2008. Brett has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brett J. Lousararian
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
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.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Years of Experience
19 years in the financial services industry
Current & Past Employments
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Current Firm
BKUS CAPITAL LLC | SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC | REALFUND CAPITAL LLC | EDGEMOOR PARTNERS LLC
Contact Information
Main Address
96 Worcester Street, Wellesley Hills, MA 02481Mailing Address
96 Worcester Street, Wellesley Hills, MA 02481Phone Number
(774) 217-3429Established
Delaware since 10/11/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
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.
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
State Registrations and Notice Filings
(11/14/2022)
(10/28/2022)
(11/23/2022)
(11/18/2022)
(6/18/2021)
(11/9/2022)
(11/17/2022)
(6/18/2021)
(6/18/2021)
(2/13/2023)
(11/10/2022)
(12/22/2022)
(10/27/2022)
(6/18/2021)
(1/23/2023)
(10/27/2022)
(10/31/2022)
(11/4/2022)
(10/31/2022)
(11/22/2022)
(6/18/2021)
(10/5/2017)
(10/28/2022)
(12/20/2022)
(10/27/2022)
(1/4/2023)
(11/9/2022)
(10/27/2022)
(11/2/2022)
(1/5/2023)
(11/29/2022)
(11/18/2022)
(6/18/2021)
(10/28/2022)
(12/20/2022)
(6/21/2021)
(11/14/2022)
(6/18/2021)
(11/3/2022)
(10/27/2022)
(10/31/2022)
(11/30/2022)
(11/10/2022)
(1/26/2023)
(10/31/2022)
(12/7/2022)
(12/16/2022)
(6/18/2021)
(6/18/2021)
(11/14/2022)
(11/29/2022)
(11/21/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
CRS (Client Relationship Summary) - BD
Click below to view Brett Julius Lousararian's CRS (Customer Relationship Summary).
Similar Advisors
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
