Brian Gery
Professional Summary
Brian Gery, who also goes by Brian Thomas Gery, is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Bellevue, Washington. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brian has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brian Thomas Gery
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Current Firm
ACHIEVE RETIREMENT | OXFORD WEALTH ADVISORS | JOHN INGRAHAM, LLC | FEDERAL BENEFITS MADE SIMPLE | E. A. BUCK FINANCIAL SERVICES | BUCK WEALTH STRATEGIES, LLC | AROLA ASSOCIATES
Contact Information
Main Address
4600 S. Syracuse Street Suite 650, Denver, CO 80237Phone Number
(888) 210-6567# of Employees
102SEC notice filing (45 States and Territories)
Registered to provide investment advisory services in 45 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,193AUM (Assets Under Management)
$1,642,992,371Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2026 | Cover Page | Report |
| 01/14/2026 | Cover Page | Report |
| 12/03/2024 | Cover Page | Report |
| 01/26/2024 | Cover Page | Report |
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Primary Firm SEC Registration
ACHIEVE RETIREMENT | OXFORD WEALTH ADVISORS | JOHN INGRAHAM, LLC | FEDERAL BENEFITS MADE SIMPLE | E. A. BUCK FINANCIAL SERVICES | BUCK WEALTH STRATEGIES, LLC | AROLA ASSOCIATES
State Registrations and Notice Filings
(7/14/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
CRS (Client Relationship Summary) - RIA
Click below to view Brian Gery's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM