Paul Brahan

KOVITZ INVESTMENT GROUP PARTNERS

Pittsburgh, PA 15220

Some features on this profile are disabled

CRD#: 6779149

Professional summary

Paul Brahan, CFP® is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Pittsburgh, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Paul has worked at 5 firms and has passed the Series 65, Series 63, Series 7, SIE and Series 6 exams.

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.

1) The Infinite Agency / Content Creator / Food Content Creator / Texas / No / No //

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Brahan'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: 2020

Experience

Current

January 4, 2025 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: 680 Andersen Drive Foster Plaza Ten -- Suite 350, Pittsburgh, PA 15220

RIA

CRD#: 282241

Pittsburgh, PA

Past

November 5, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

PITTSBURGH, PA

Past

January 10, 2024 - November 4, 2024

FORT PITT CAPITAL GROUP, LLC

RIA

CRD#: 281385

PITTSBURGH, PA

Past

March 16, 2021 - December 26, 2023

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

March 16, 2021 - December 26, 2023

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

January 22, 2019 - March 4, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSBURGH, PA

Past

August 30, 2018 - March 4, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PITTSBURGH, PA

Past

December 7, 2017 - April 24, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

PITTSBURGH, PA

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".

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 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

Pennsylvania
(1/4/2025)

IAR

Texas
(1/4/2025)

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: 1/18/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/23/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/9/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/7/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10 S Wacker Drive Suite 2600, Chicago, IL 60606

Mailing Address

Phone number

(312) 334-7300

Established

Firm type

Fiscal year end

# of Employees

372

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)

KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)

KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	38,915
AUM (Assets Under Management)	$ 31,731,798,984

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
08/15/2024	Cover Page	Report
07/19/2023	Cover Page	Report

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.

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

IAR

Sewickley (wexford), PA

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Edmund Vilsack

JANNEY MONTGOMERY SCOTT LLC

IAR

Canonsburg, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul Brahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Brahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOVITZ INVESTMENT GROUP PARTNERS, LLC

FORT PITT CAPITAL GROUP, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

KOVITZ INVESTMENT GROUP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2019

Series 63

Date: 3/23/2018

Series 7

Date: 10/9/2018

SIE

Date: 10/1/2018

Series 6

Date: 12/7/2017

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors