Brian Wiscombe
STONECREST WEALTH MANAGEMENT,
Chandler, AZ 85226
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CRD#: 6278608
Professional summary
Brian Wiscombe, AIF®, CFP®, who also goes by Brian Wiscombe, is a registered financial advisor currently at STONECREST WEALTH MANAGEMENT, INC located in Chandler, Arizona and KINGSWOOD CAPITAL PARTNERS, LLC located in Chandler, Arizona.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Brian has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Wiscombe
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.
Brian Wiscombe is dually-registered as an Investment Advisor Representative with StoneCrest Wealth Management, Inc. - since 12/2020) and as a Registered Representative with Kingswood Capital Partners, LLC ("Kingswood" - since 12/2020). Business is conducted from 118 S Kyrene Road, Suite 4, Chandler, AZ 85226. Approximately 90% of Mr. Wiscombe's time is for services as an Investment Advisor Representative and the balance as a Registered Representative. StoneCrest and are not affiliated.
Licensed insurance professionals. Same address. Less than 10% of business time.
W PROPERTY INVESTMENTS
POSITION: Owenr NATURE: Holding LLC for Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009
ADDRESS: 4630 E. Mountain Vista Dr., Phoenix AZ 85048, United States
DESCRIPTION: No duties, idle business llc
NATIONAL PROPRTY MANAGEMENT
POSITION: Owner NATURE: Holding LLC for property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009
ADDRESS: 4630 E. Mountain Vista Dr., Phoenix AZ 85048, United States
DESCRIPTION: No duties, idle LLC
THE VIP MILITARY
POSITION: Co-founder NATURE: Provide special deals & discounts to veterans INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012
ADDRESS: 1265 E. Elgin Pl., Chandler AZ 85225, United States
DESCRIPTION: NO duties, idle LLC
10-2 TECHNOLOGIES
POSITION: Board Member NATURE: Law Enforcement Technology INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016
ADDRESS: 2465 W. Weatherby Way, Chandler AZ 85286, United States
DESCRIPTION: Consult on government contracting
RENTAL PROPERTY IN MAINE
POSITION: Property Owner NATURE: 2nd Home INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017
ADDRESS: 7 Canterbury Circle, Kennebunk ME 04043, United States
DESCRIPTION: My wife and I own a 2nd home in Maine that we currently have rented.
ST JOHN BOSCO CATHOLIC SCHOOL DAD'S CLUB
POSITION: I am the President of the Dad's Club. I oversee monthly meetings to discuss how we can volunteer and help out with different functions and activities at the school. This is a volunteer position and is non-compensated. NATURE: Conduct activities for the Dad's of the school to enhance camaraderie and participation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019
ADDRESS: 16035 S. 48th St, Phoenix AZ 85048, United States
DESCRIPTION: I oversee monthly meetings to discuss how we can volunteer and help out with different functions and activities at the school. This is a volunteer position and is non-compensated.
ST. JOHN BOSCO CATHOLIC SCHOOL ADVISORY BOARD
POSITION: Advisory Board Member. Advise and vote on initiatives for the school in coordination with the recommendations of other board members. NATURE: Advise the Principal INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020
ADDRESS: 16035 S 48th St,, Phoenix AZ 85048, United States
DESCRIPTION: Advise and vote on initiatives for the school in coordination with the recommendations of other board members.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Wiscombe'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®
CFP®
Start date: 2019
Experience
Current
December 10, 2020 - Present
STONECREST WEALTH MANAGEMENT, INC
Office #1: 118 S Kyrene Road Suite 4, Chandler, AZ 85226RIA
CRD#: 311404
Chandler, AZ
Current
December 4, 2020 - Present
KINGSWOOD CAPITAL PARTNERS, LLC
Office #1: 118 S Kyrene Rd #4, Chandler, AZ 85226BD
CRD#: 288898
Chandler, AZ
Past
January 12, 2018 - December 1, 2020
CAPITAL ANALYSTS
RIA
CRD#: 162200
Chandler, AZ
Past
January 8, 2018 - December 1, 2020
LINCOLN INVESTMENT
BD
CRD#: 519
CHANDLER, AZ
Past
February 28, 2014 - January 9, 2018
EDWARD JONES
RIA
CRD#: 250
PHOENIX, AZ
Past
January 21, 2014 - January 9, 2018
EDWARD JONES
BD
CRD#: 250
PHOENIX, AZ
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".
SW
STONECREST WEALTH MANAGEMENT, INC
STONECREST WEALTH MANAGEMENT, INC
CRD#: 311404 / SEC#: 801-119878
RIA
Registered Investment Advisory firm - (12/1/2020 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/4/2020)
IAR
Arizona(12/10/2020)
RR
Colorado(12/4/2020)
RR
Idaho(12/4/2020)
RR
Maryland(8/18/2022)
RR
North Carolina(11/6/2024)
RR
Pennsylvania(12/4/2020)
IAR
Texas(3/25/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
STONECREST WEALTH MANAGEMENT, INC
STONECREST WEALTH MANAGEMENT, INC
CRD#: 311404 / SEC#: 801-119878
RIA
Registered Investment Advisory firm - (12/1/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
118 S Kyrene Road Suite 4, Chandler, AZ 85226
Mailing Address
Phone number
(602) 258-9400
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 946 |
| AUM (Assets Under Management) | $ 307,364,055 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STONECREST WEALTH MANAGEMENT, INC
CRD#: 311404Chandler, AZ 85226TRUST BUT VERIFY
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