Unclaimed Profile

Brian William Frey

SIGNATUREFD, LLC·ATLANTA, Georgia

SIE, Series 7, Series 66CFPClean record16 years registeredSIGNATUREFD, LLC

1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 5436311Firm CRD# 112758

Profile Verification

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

Identity

Brian William Frey · ATLANTA, GA

Registration

CRD #5436311 · SIGNATUREFD, LLC · 16 years registered

Brand Profile

Not yet started

Career History

SIGNATUREFD, LLC

Sep 2018 – present

SECURIAN FINANCIAL SERVICES, INC.

Oct 2014 – Aug 2018

ATLANTA, GA

GV FINANCIAL ADVISORS, INC.

Aug 2010 – Dec 2011

ATLANTA, GA

JOYN ADVISORS, INC.

Aug 2010 – Sep 2018

ATLANTA, GA

SECURIAN FINANCIAL SERVICES, INC.

May 2010 – Jun 2010

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 21, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATUREFD, LLC

CRD 112758 · SEC 801-60393

AUM

$7.2B

Regulatory assets under management

Employees

108

9,871 client accounts

Services offered by SIGNATUREFD, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SIGNATUREFD, LLC →

Introduction

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Frequently Asked Questions

What services does Brian William Frey offer?

Brian William Frey specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Brian William Frey's credentials?

Brian William Frey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian William Frey located?

Brian William Frey is based in ATLANTA, Georgia, working with SIGNATUREFD, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Brian William Frey charge for services?

Brian William Frey'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 SIGNATUREFD, LLC?

SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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