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Brian R. Vigneault

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CRD#: 7172356
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Raymond Vigneault was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 2019. Brian had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) Name of the other business: BDO USA, LLP. (2) Whether business is investment-related: NO. (3) Address: ONE INTERNATIONAL PLACE, BOSTON, MA 02110. (4) Nature of the other business: ACCOUNTING, TAX, AUDIT & CONSULTING SERVICES. (5) Position, title, or relationship: TAX PARTNER. (6) Start date of your relationship: 07/01/2013. (7) Approximate number of hours/month you devote to the other business: (8) Number of hours you devote to the other business during securities trading hours. (9) Duties: ADVISE COMPANIES AND THEIR SHAREHOLDERS ON A WIDE RANGE OF TAX ISSUES.

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®
None

Experience


Past

September 10, 2019 - November 30, 2023

BDO WEALTH ADVISORS, LLC

RIA
CRD#: 222525
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


BW
BDO WEALTH ADVISORS, LLC
BDO WEALTH ADVISORS, LLC

CRD#: 222525 / SEC#: 801-108306

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Contact information


Main Address
10960 Grantchester Way Suite 500, Columbia, MD 21044
Mailing Address
Phone number
(904) 396-4015
Established
Firm type
Fiscal year end
# of Employees
43

Documents


Latest Form ADV

Part 2 Brochures

BDOWA NATIONAL BROCHURE (7/31/2023)

Regulatory assets under management


Total Number of Accounts4,125
AUM (Assets Under Management)$ 3,011,312,803

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


BDO WEALTH ADVISORS, LLC

CRD#: 222525

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