Unclaimed Profile

Brian Glenn Frazier

ADERO PARTNERS, LLC·PLEASANTON, California

Series 2, Series 6, Series 26, Series 51, Series 63Clean record23 years registeredADERO PARTNERS, LLC

5000 HOPYARD ROAD, PLEASANTON, CA 94588CRD# 1508930Firm CRD# 297808

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Glenn Frazier · PLEASANTON, CA

Registration

CRD #1508930 · ADERO PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADERO PARTNERS, LLC

FOCUS PARTNERS WEALTH, LLC

May 2025 – Jan 2026

WALNUT CREEK, CA

ADERO PARTNERS, LLC

Aug 2018 – Jun 2025

Lafayette, CA

VISTA WEALTH MANAGEMENT, LLC

Apr 2009 – Aug 2018

PALO ALTO, CA

BPM WEALTH MANAGEMENT, LLC

Jul 2003 – Mar 2009

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 26

Series 51

Series 63

Registration record

First registered · July 28, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADERO PARTNERS, LLC

CRD 297808 · SEC 801-113671

AUM

$4.0B

Regulatory assets under management

Employees

3,511 client accounts

Services offered by ADERO PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADERO PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Glenn Frazier offer?

Brian Glenn Frazier specializes in Financial Planning, Investment Management.

What are Brian Glenn Frazier's credentials?

Brian Glenn Frazier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Glenn Frazier located?

Brian Glenn Frazier is based in PLEASANTON, California, last registered with ADERO PARTNERS, LLC.

How does Brian Glenn Frazier charge for services?

Brian Glenn Frazier's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with our affiliate, focus risk solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADERO PARTNERS, LLC?

ADERO PARTNERS, LLC has approximately 51 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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