Brian R. Btesh

BTESH GROUP

SUNNY ISLES BEACH, FL

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CRD#: 6112889

Professional summary

Brian Ramon Btesh, who also goes by Brian Btesh, is a registered financial advisor currently at BTESH GROUP, LLC located in Sunny Isles Beach, Florida.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brian has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Btesh

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 Ramon Btesh'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

January 13, 2026 - Present

BTESH GROUP, LLC

RIA

CRD#: 338209

SUNNY ISLES BEACH, FL

Past

October 29, 2015 - April 25, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

AVENTURA, FL

Past

June 23, 2015 - April 25, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

AVENTURA, FL

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

Florida
(1/13/2026)

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

State Security Law Exam

IAR

Series 65

Date: 7/3/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/14/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/2015

General Securities Representative Examination

Current Firm

BTESH GROUP, LLC

CRD#: 338209 / SEC#:

Florida

Registered Investment Advisory firm - (1/13/2026 Approved)

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Contact information

Main Address

Sunny Isles Beach, FL

Mailing Address

Phone number

(786) 417-8101

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian R. Btesh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Ramon Btesh's CRS (Customer Relationship Summary).

Certified licenses

Experience

BTESH GROUP, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2025

Series 66

Date: 10/14/2015

SIE

Date: 10/1/2018

Series 7

Date: 6/23/2015

Current Firm

BTESH GROUP, LLC

Contact information

Documents

Red Flags

Company Information

BTESH GROUP, LLC

TRUST BUT VERIFY

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