Brian R. Weatherly

QUOTIENT WEALTH PARTNERS

Irving, TX 75093

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CRD#: 5930481

Professional summary

Brian R Weatherly, CFP®, who also goes by Brian Robert Weatherly, Brian Weatherly, is a registered financial advisor currently at QUOTIENT WEALTH PARTNERS, LLC located in Irving, Texas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brian has worked at 13 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Robert Weatherly | Brian Weatherly

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) - RIA

Click below to view Brian R Weatherly's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 14, 2023 - Present

QUOTIENT WEALTH PARTNERS, LLC

Office #1: 225 W Las Colinas Blvd. Ste. 1650e, Irving, TX 75093

RIA

CRD#: 326819

Irving, TX

Past

September 3, 2020 - October 19, 2023

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

IRVING, TX

Past

September 3, 2020 - October 19, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

Irving, TX

Past

September 5, 2018 - September 1, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

IRVING, TX

Past

July 30, 2018 - October 19, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

IRVING, TX

Past

May 23, 2017 - March 13, 2018

FSC SECURITIES CORPORATION

CRD#: 7461

HUDSON OAKS, TX

Past

February 28, 2017 - May 18, 2017

VALKYRIE EQUITIES CORPORATION

CRD#: 155936

DALLAS, TX

Past

June 2, 2016 - August 29, 2016

NEXPOINT SECURITIES, INC.

CRD#: 165013

DALLAS, TX

Past

January 12, 2016 - June 8, 2016

NEXBANK SECURITIES INC

CRD#: 133267

DALLAS, TX

Past

August 21, 2014 - December 8, 2015

REALTY CAPITAL SECURITIES, LLC

CRD#: 145454

DALLAS, TX

Past

March 17, 2014 - August 1, 2014

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

WESTLAKE, TX

Past

March 18, 2013 - January 28, 2014

WFG INVESTMENTS, INC.

CRD#: 22704

CASTLE ROCK, CO

Past

March 26, 2012 - February 26, 2014

WFG ADVISORS, LP

RIA

CRD#: 125073

CASTLE ROCK, CO

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".

QUOTIENT WEALTH PARTNERS, LLC

PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC

CRD#: 326819 / SEC#: 801-128380

RIA

Registered Investment Advisory firm - (8/24/2023 Approved)

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

Texas
(9/14/2023)

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

Series 63

Date: 5/11/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/24/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/2013

General Securities Representative Examination

Current Firm

QUOTIENT WEALTH PARTNERS, LLC

PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC

CRD#: 326819 / SEC#: 801-128380

RIA

Registered Investment Advisory firm - (8/24/2023 Approved)

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Contact information

Main Address

5430 Lbj Freeway Suite 1150, Dallas, TX 75240

Mailing Address

Phone number

(972) 807-0003

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR QUOTIENT WEALTH PARTNERS, LLC (10/29/2025)

Regulatory assets under management

Total Number of Accounts	6,412
AUM (Assets Under Management)	$ 3,540,143,072

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 R. Weatherly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian R Weatherly's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER ALLIED COMPANY, L.P.

GOLDMAN SACHS & CO. LLC

CETERA WEALTH SERVICES, LLC

UNITED CAPITAL FINANCIAL ADVISORS

FSC SECURITIES CORPORATION

VALKYRIE EQUITIES CORPORATION

NEXPOINT SECURITIES, INC.

NEXBANK SECURITIES INC

REALTY CAPITAL SECURITIES, LLC

FIDELITY DISTRIBUTORS COMPANY LLC

WFG INVESTMENTS, INC.

WFG ADVISORS, LP

Primary Firm SEC Registration

QUOTIENT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/11/2014

Series 65

Date: 3/24/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/15/2013

Current Firm

QUOTIENT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUOTIENT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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