Brian P. Drumm

PRIMETIME WEALTH MANAGEMENT LLC

Pittsford, NY 14534

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CRD#: 5861168

Professional summary

Brian Patrick Drumm, who also goes by Brian Drumm, is a registered financial advisor currently at PRIMETIME WEALTH MANAGEMENT LLC located in Pittsford, New York.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brian has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Drumm

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.

Real Estate LLC Pittsford, NY Start date: 02/19/2019 owner Hours per week: 1 Hours during trading: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Patrick Drumm'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®

None

Experience

Current

March 15, 2021 - Present

PRIMETIME WEALTH MANAGEMENT LLC

Office #1: 716 Pittsford Victor Rd, Pittsford, NY 14534

RIA

CRD#: 301041

Pittsford, NY

Past

November 7, 2014 - April 3, 2019

EDWARD JONES

RIA

CRD#: 250

Rochester, NY

Past

November 7, 2014 - April 3, 2019

EDWARD JONES

CRD#: 250

Rochester, NY

Past

May 1, 2013 - November 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSFORD, NY

Past

March 26, 2013 - November 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PITTSFORD, NY

Past

November 18, 2010 - March 14, 2013

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ROCHESTER, NY

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

New York
(3/15/2021)

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: 4/30/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/17/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/3/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/17/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRIMETIME WEALTH MANAGEMENT LLC

PRIMETIME WEALTH MANAGEMENT | PRIMETIME WEALTH MANAGEMENT LLC

CRD#: 301041 / SEC#:

New York

Registered Investment Advisory firm - (4/3/2019 Approved)

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Contact information

Main Address

716 Pittsford Victor Rd, Pittsford, NY 14534

Mailing Address

Phone number

(585) 238-4767

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	150
AUM (Assets Under Management)	$ 18,040,000

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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Advisor Monitoring

Firm Stability Insights

Brian P. Drumm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Patrick Drumm's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2013

Series 63

Date: 12/17/2010

SIE

Date: 10/1/2018

Series 7

Date: 4/3/2013

Series 6

Date: 11/17/2010

Current Firm

PRIMETIME WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRIMETIME WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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