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RB

Robert R. Brewer

BREWER FINANCIAL STRATEGIES
Nashville, TN
Some features on this profile are disabled
CRD#: 6290707
RB

Professional summary

Robert Russell Brewer is a registered financial advisor currently at BREWER FINANCIAL STRATEGIES located in Nashville, Tennessee.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robert has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
RBNB LLC; Rental Property; Investment related No; Kingston Springs, Tennessee; Real Estate; Owner; 12/2021; During business hours: 0; After business hours: 5; Property Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Russell Brewer'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

July 5, 2023 - Present

BREWER FINANCIAL STRATEGIES

RIA
CRD#: 327062
Nashville, TN
Past

March 7, 2022 - September 28, 2023

ARROW ALLIANCE

RIA
CRD#: 318519
FRANKLIN, TN
Past

October 1, 2015 - February 7, 2022

MORGAN STANLEY

RIA
CRD#: 149777
Nashville, TN
Past

October 1, 2015 - February 7, 2022

MORGAN STANLEY

BD
CRD#: 149777
Nashville, TN
Past

July 14, 2014 - July 6, 2015

&PARTNERS

RIA
CRD#: 3767
NASHVILLE, TN
Past

February 10, 2014 - July 6, 2015

&PARTNERS

BD
CRD#: 3767
NASHVILLE, TN

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
Tennessee
(7/5/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/10/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/29/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/10/2014
General Securities Representative Examination

Current Firm

BF
BREWER FINANCIAL STRATEGIES
BREWER FINANCIAL STRATEGIES | BREWER FINANCIAL STRATEGIES LLC

CRD#: 327062 / SEC#:

Tennessee
Registered Investment Advisory firm - (7/5/2023 Approved)
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Contact information

Main Address
Nashville, TN
Mailing Address
P.o. Box 58894, Nashville, TN 37205-8374
Phone number
(615) 814-8213
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 7,163,561

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

BREWER FINANCIAL STRATEGIES

CRD#: 327062Nashville, TN

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