BY
Brian M. Yost
ALPINE PRIVATE WEALTH
Saint Louis, MO 63105
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CRD#: 7256936
BY
Professional summary
Brian Mark Yost, who also goes by Brian Yost, is a registered financial advisor currently at ALPINE PRIVATE WEALTH located in Saint Louis, Missouri.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Yost
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)Alpine Private Capital, LLC; St. Louis, MO, Investment Related; Began 05/04/2020; Wealth Management, Managing Director; Manage client wealth and put together plans; 160 hours per month with 160 hours during securities trading hours. 2) DIGGIE LLC; Non-Investment Related; Ballwin, MO; Began July 1,2017; Hair Saloon; Managing Member; Bookkeeping, payroll and ordering; 4 hours per month with 0 hours during securities trading hours. 3) Fellowship of Christian Athletes; Non-Investment Related; Kansas City, MO; Non-profit; Board Member; 1/21 start date; 2 hours per month; 1 during trading hours. 4) Fly Fishers at the Crossing; Non-Investment Related; Wildwood, MO; Fly fishing group; Treasurer; 1/21 start date; 3 hours per month; 0 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Mark Yost'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®
NoneExperience
Current
May 26, 2020 - Present
ALPINE PRIVATE WEALTH
Office #1: 190 Carondelet Plaza Suite 1300, Saint Louis, MO 63105RIA
CRD#: 286072
Saint Louis, MO
Past
July 28, 2020 - December 31, 2023
IMST DISTRIBUTORS, LLC
BD
CRD#: 130745
St. Louis, MO
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".
AP
ALPINE PRIVATE WEALTH
ALPINE PRIVATE CAPITAL | ALPINE PRIVATE WEALTH | ALPINE PRIVATE CAPITAL, LLC
CRD#: 286072 / SEC#: 801-108952
RIA
Registered Investment Advisory firm - (1/17/2017 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
Missouri(5/26/2020)
IAR
Texas(5/26/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/28/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AP
ALPINE PRIVATE WEALTH
ALPINE PRIVATE CAPITAL | ALPINE PRIVATE WEALTH | ALPINE PRIVATE CAPITAL, LLC
CRD#: 286072 / SEC#: 801-108952
RIA
Registered Investment Advisory firm - (1/17/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
190 Carondelet Plaza Suite 1300, Saint Louis, MO 63105
Mailing Address
Phone number
(314) 932-1010
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 279 |
| AUM (Assets Under Management) | $ 1,226,919,954 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALPINE PRIVATE WEALTH
CRD#: 286072Saint Louis, MO 63105TRUST BUT VERIFY
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