Unclaimed Profile

Brian Matthew Lavoie

LAUREL WEALTH ADVISORS, INC.·SOLANA BEACH, California

Series 65Clean record14 years registeredLAUREL WEALTH ADVISORS, INC.

990 HIGHLAND DRIVE, SOLANA BEACH, CA 92075CRD# 5985779Firm CRD# 157139

Profile Verification

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

Identity

Brian Matthew Lavoie · SOLANA BEACH, CA

Registration

CRD #5985779 · LAUREL WEALTH ADVISORS, INC. · 14 years registered

Brand Profile

Not yet started

Career History

INTEGRATED WEALTH CONCEPTS LLC

Feb 2023 – present

LAUREL WEALTH ADVISORS, INC.

Feb 2021 – Mar 2023

SOLANA BEACH, CA

LAUREL WEALTH ADVISORS, INC.

Apr 2019 – Dec 2020

San Diego, CA

COASTWISE CAPITAL GROUP, LLC

Feb 2012 – Apr 2019

LA JOLLA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 6, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAUREL WEALTH ADVISORS, INC.

CRD 157139 · SEC 801-72334

AUM

$2.4B

Regulatory assets under management

Employees

5,198 client accounts

Services offered by LAUREL WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LAUREL WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Matthew Lavoie offer?

Brian Matthew Lavoie specializes in Financial Planning, Investment Management. Contact their office in SOLANA BEACH, California for a consultation.

What are Brian Matthew Lavoie's credentials?

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

Where is Brian Matthew Lavoie located?

Brian Matthew Lavoie is based in SOLANA BEACH, California, working with LAUREL WEALTH ADVISORS, INC.. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.

How does Brian Matthew Lavoie charge for services?

Brian Matthew Lavoie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAUREL WEALTH ADVISORS, INC.?

LAUREL WEALTH ADVISORS, INC. has approximately 40 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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