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Stuart Lawrence Brisgel

B1 FINANCIAL
AVENTURA, FL
·CRD# 5875208·15 years experience

Professional Summary

Stuart Lawrence Brisgel is a registered financial advisor currently at B1 FINANCIAL located in Aventura, Florida. Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Stuart has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

15 years in the financial services industry

Current & Past Employments

B1 FINANCIAL·CRD# 323539
RIA
19505 Biscayne Blvd Suite 2350, Aventura, FL 33180
March 29, 2023 - Present
CUMULARE ASSET MANAGEMENT, LLC·CRD# 288846
RIA
Hollywood, FL
October 9, 2017 - September 20, 2023
B ONE ADVISORS, LLC·CRD# 164929
RIA
Aventura, FL
September 19, 2012 - December 21, 2020
NFSG CORPORATION·CRD# 130814
RIA
Boca Raton, FL
January 18, 2012 - July 13, 2012
NEWBRIDGE SECURITIES CORPORATION·CRD# 104065
BD
Boca Raton, FL
December 21, 2011 - July 13, 2012
MORGAN STANLEY·CRD# 149777
RIA
Ft. Lauderdale, FL
April 18, 2011 - November 9, 2011
MORGAN STANLEY·CRD# 149777
BD
Ft. Lauderdale, FL
February 4, 2011 - November 9, 2011

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Current Firm

BF
B1 FINANCIAL

B ONE MANAGEMENT LLC | MASTERMIND FAMILY OFFICE | B1 FINANCIAL

CRD#: 323539
California
Registered Investment Advisory firm - California (8/13/2026 Approved)
Florida
Registered Investment Advisory firm - Florida (3/29/2023 Approved)
New Mexico
Registered Investment Advisory firm - New Mexico (2/6/2026 Approved)
New York
Registered Investment Advisory firm - New York (5/26/2026 Approved)
Ohio
Registered Investment Advisory firm - Ohio (9/16/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (5/14/2026 Conditional Restricted)

Contact Information

Main Address

19505 Biscayne Blvd Suite 2350, Aventura, FL 33180

Phone Number

(954) 736-4699

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

72

AUM (Assets Under Management)

$39,729,986

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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.

1) WINSTON TOWER 400 CONDO ASSOCIATION; NON-INVESTMENT RELATED; BOARD/VP; 0 HRS/MONTH; 2 HRS DURING TRADING. 2) MASTERMIND ADVISORY; INVESTMENT RELATED; SAME OFFICE LOCATION; 8 HRS PER MONTH DURING TRADING; WORKS WITH OTHER CPA'S AND PROVIDES ADVANCED TAX STRATEGIES. 3) MASTERMIND NEXUS, LLC; NON-INVESTMENT RELATED; SAME OFFICE LOCATION; PARTNER; 1 HR PER MONTH DURING TRADING; HOLDING COMPANY FOR OTHER INVESTMENT RELATED BUSINESSES.

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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.
IAR
California
(8/13/2026)
IAR
Florida
(3/29/2023)
IAR
New York
(5/26/2026)
IAR
Ohio
(9/16/2026)
IAR
Texas
(5/14/2026)

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.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2011About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2011About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Feb 2011About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Stuart Lawrence Brisgel's CRS (Customer Relationship Summary).

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