Brian Bayer (CRD# 6713334) is an Investment Advisor Representative working at Key Investment Services LLC in Ingomar, PA and has over 7 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services, LLC | Brooklyn, OH | Jun 2024 - Current | < 1 |
| Keybank | Ingomar, PA | Jun 2024 - Current | < 1 |
| Flagstar Wealth Services | Brooklyn, NY | Jan 2024 - May 2024 | < 1 |
| Lpl Financial LLC | Brooklyn, NY | Sep 2019 - Dec 2023 | 4 |
| Hsbc Securities Usa, Inc. | Brooklyn, NY | Nov 2017 - Sep 2019 | 1 |
| Hsbc Bank Usa, N.a. | Brooklyn, NY | Jul 2016 - Nov 2017 | 1 |
| Lowes | Howell, NJ | May 2012 - Jul 2016 | 4 |
| Bentley University | Waltham, MA | Aug 2012 - May 2016 | 3 |
| 99 Restaurant And Pub | Waltham, MA | Oct 2015 - Feb 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- PA
-
Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
-
Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.