AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BRIAN ALEXANDER ABATEMARCO

BRIAN A. ABATEMARCO

HERNDON, VA 20171
Some features on this profile are disabled
CRD#: 5954281
BRIAN ALEXANDER ABATEMARCO
BRIAN ALEXANDER ABATEMARCO

Professional summary


BRIAN ALEXANDER ABATEMARCO, CFP®, who also goes by Brian Abatemarco, was a registered financial advisor .

BRIAN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. BRIAN had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance


Always Fiduciary
Min. Asset: $250K–$500K

Biography


Brian began his career in wealth management in 2014. Prior to joining Mercer Advisors, Brian worked at two registered investment advisory firms managing client relationships and providing portfolio management services to his clients. Brian is passionate about facilitating the sales process and sharing with potential clients the value that Mercer Advisors provides. Brian is a native of the Washington, D.C. Metro area and enjoys traveling, The Washington Football Team, and spending time with family and friends. He graduated from Virginia Tech with a degree in Finance and a concentration in financial planning, and currently holds the FINRA Series 66 License. In addition, Brian is a CERTIFIED FINANCIAL PLANNERTMprofessional.

Aliases


Brian Abatemarco

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)


The CRS(Customer Relationship Summary) document is not provided.

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®

Start date: 2020

Experience


Current

September 3, 2026 - Present

Office #1: 13800 Coppermine Road, Herndon, VA 20171
HERNDON, VA
Past

October 21, 2024 - November 7, 2025

CREATIVE PLANNING

RIA
CRD#: 105348
McLean, VA
Past

January 15, 2019 - July 10, 2024

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
McLean, VA
Past

September 10, 2018 - October 16, 2018

BRIDGEMARK WEALTH MANAGEMENT

RIA
CRD#: 286177
ROCKVILLE, MD
Past

March 29, 2017 - August 31, 2018

SEIA

RIA
CRD#: 108163
Tysons Corner, VA
Past

January 24, 2017 - August 31, 2018

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
LOS ANGELES, CA

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
Virginia
(9/3/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/29/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current firm


No current employment

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.

Company Information


No current employment

TRUST BUT VERIFY

Monitor BRIAN ABATEMARCO

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors


Eric Duranta Bailey
Eric BaileyAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
SILVER SPRING, MD
Michael Scott Aves
Michael AvesAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
GAITHERSBURG, MD
Eric Josef Schaefer
Eric SchaeferAdvisorCheck Check Mark
EVERMAY WEALTH MANAGEMENT, LLC
IAR
ARLINGTON, VA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.