BH
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
58 advisors
Number of Clients
2,261 clients
Average Client Portfolio
$112.3M average
Assets Under Management
$253.8B
Fee Structure
Financial Planning:Investment management only
The brochure discusses fees and compensation but does not provide specific fee schedules or amounts.
Areas of Practice
Investment Management
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Advisor Information
Office location
200 Park Avenue, New York, NY, 10166
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian owns a rental house in Canyon Lake, TX since July 2022. He spends minimal time on this activity.
Employment History
Current Registrations
Voya Investments Distributor, LLCBroker
June 2011 - Present · 14 yrs 7 mos
Voya Investment Management CO. LLC
June 2011 - Present · 14 yrs 7 mos
Voya Investments Distributor, LLC
June 2011 - Present · 14 yrs 7 mos
Previous Registrations
Invesco Advisers, INC.
January 2010 - June 2011 · 1 yr 5 mos
Invesco Aim Private Asset Management, INC.
April 2008 - January 2010 · 1 yr 9 mos
Invesco Distributors, INC.Broker
September 2000 - June 2011 · 10 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.