Brian J. Bewley

ALIGNED WEALTH SOLUTIONS

RALEIGH, NC

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CRD#: 5828542

Professional summary

Brian Jay Bewley, who also goes by Brian Bewley, is a registered financial advisor currently at ALIGNED WEALTH SOLUTIONS, LLC located in Raleigh, North Carolina.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brian has worked at 9 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Bewley

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. FREEBRIDGE LLC, Title: INDEPENDENT INSURANCE AGENT�, Description: LIFE INSURANCE, DISABILITY INSURANCE, AND ANNUITIES�, Start Date: 04/01/2013, Investment-related? NO, Hours per month: 10, During trading hours: 10 2 NAITECH,�Title: PRESIDENT��, Description: FINANCIAL REPORTING ; IT CONSULTING AND SALES, Start Date: 02/01/2007, Investment-related? NO, Hours per month: 10, During trading hours: 10 3. BARASTONE, Title: CHIEF TECHNOLOGY OFFICER�, Description: OVERSEE THE DEVELOPMENT AND DISSEMINATION OF TECHNOLOGY FOR EXTERNAL CUSTOMERS AND VENDORS TO HELP IMPROVE AND INCREASE BUSINESS, AS WELL AS, INTERNAL IT OPERATIONS., Start Date: 01/01/2022, Investment-related? NO, Hours per month: 20, During trading hours: 20 4. HEOF MANAGER, LLC; Title: Owner, Description: Asset manager to pooled investment vehicles: Start Date: 07/2024, Investment-related? YES, Hours per month: 20, During trading hours: 20

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Jay Bewley's CRS (Customer Relationship Summary).

SYMBEQUITY INVESTMENT ADVISORY, LLC

RIA

CRD#: 150055

SPOKANE VALLEY, WA

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

North Carolina
(3/19/2025)

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

State Security Law Exam

IAR

Series 65

Date: 6/22/2010

Uniform Investment Adviser Law Examination

Current Firm

ALIGNED WEALTH SOLUTIONS, LLC

ALIGNED WEALTH SOLUTIONS | ALIGNED WEALTH SOLUTIONS, LLC

CRD#: 333288 / SEC#:

North Carolina

Registered Investment Advisory firm - (3/19/2025 Approved)

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Contact information

Main Address

Raleigh, NC

Mailing Address

Phone number

(989) 493-9790

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Brian J. Bewley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Jay Bewley's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALIGNED WEALTH SOLUTIONS, LLC

VIRTUE CAPITAL MANAGEMENT, LLC

BROOKSTONE WEALTH ADVISORS, LLC

HORTER INVESTMENT MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC

CONOVER CAPITAL MANAGEMENT

OPTIMAL CAPITAL ADVISORS, LLC

GENERATIONAL WEALTH ADVISORS, LLC

SYMBEQUITY INVESTMENT ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2010

Current Firm

ALIGNED WEALTH SOLUTIONS, LLC

Contact information

Documents

Red Flags

Company Information

ALIGNED WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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