AdvisorOS Directory
Claim Profile
Unclaimed Profile
BW

Brian Wiscombe

STONECREST WEALTH MANAGEMENT, INC·CHANDLER, Arizona
SIE, Series 7, Series 66CFPClean record12 years registeredSTONECREST WEALTH MANAGEMENT, INC
118 S KYRENE ROAD, CHANDLER, AZ 85226CRD# 6278608Firm CRD# 311404

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Wiscombe · CHANDLER, AZ
Registration
CRD #6278608 · STONECREST WEALTH MANAGEMENT, INC · 12 years registered
Brand Profile
Not yet started
01

Career History

STONECREST WEALTH MANAGEMENT, INC
Dec 2020 – present
CAPITAL ANALYSTS
Jan 2018 – Dec 2020
Chandler, AZ
EDWARD JONES
Feb 2014 – Jan 2018
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 28, 2014
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STONECREST WEALTH MANAGEMENT, INC
CRD 311404 · SEC 801-119878
AUM
$243M
Regulatory assets under management
Employees
4
848 client accounts
Services offered by STONECREST WEALTH MANAGEMENT, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STONECREST WEALTH MANAGEMENT, INC →
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHANDLER?

Browse all registered financial advisors in CHANDLER, Arizona or claim this profile if it's yours.

Browse CHANDLER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brian Wiscombe offer?
Brian Wiscombe specializes in Financial Planning, Investment Management. Contact their office in CHANDLER, Arizona for a consultation.
What are Brian Wiscombe's credentials?
Brian Wiscombe holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brian Wiscombe located?
Brian Wiscombe is based in CHANDLER, Arizona, working with STONECREST WEALTH MANAGEMENT, INC. Their office serves clients in the CHANDLER metropolitan area and surrounding communities.
How does Brian Wiscombe charge for services?
Brian Wiscombe's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONECREST WEALTH MANAGEMENT, INC?
STONECREST WEALTH MANAGEMENT, INC has approximately 4 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STONECREST WEALTH MANAGEMENT, INC

Keith Casey Mahan
CHANDLER, AZ
CFP

More Advisors in CHANDLER, Arizona

Alexander David Marek
IRONWOOD WEALTH MANAGEMENT, LLC·CHANDLER, AZ
Joshua Brandon Johnson
TEMPLETON FINANCIAL SERVICES INC.·CHANDLER, AZ
Tim Lee Wolf
FINANCIAL CONCEPTS, INC.·CHANDLER, AZ
John R Collier
SAGUARO CAPITAL MANAGEMENT, LLC·CHANDLER, AZ
Leonard Edward Templeton
TEMPLETON FINANCIAL SERVICES INC.·CHANDLER, AZ
Michael John Gauthier
STRATEGIC INCOME GROUP LLC·CHANDLER, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)PHOENIX (137)TUCSON (92)MESA (26)TEMPE (18)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)GILBERT (6)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile