Unclaimed Profile

Brian James Wiley

TREE CITY ADVISORS, LLC·BOISE, Idaho

Series 7, Series 24, Series 66Clean record25 years registeredTREE CITY ADVISORS, LLC

1673 W SHORELINE DR., BOISE, ID 83702CRD# 4164649Firm CRD# 264795

Profile Verification

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

Identity

Brian James Wiley · BOISE, ID

Registration

CRD #4164649 · TREE CITY ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

APOLLON WEALTH MANAGEMENT, LLC

Nov 2022 – present

TREE CITY ADVISORS, LLC

Sep 2015 – Dec 2022

BOISE, ID

CASCADE FINANCIAL MANAGEMENT, INC.

Aug 2011 – Dec 2015

BOISE, ID

FINANCIAL INSIGHT CENTER

May 2010 – Aug 2011

SALT LAKE CITY, UT

THE HELMSTAR GROUP

Oct 2009 – Aug 2011

BOISE, ID

BROKERSXPRESS LLC

Jun 2007 – Sep 2009

BAKERSFIELD, CA

SECURITIES AMERICA ADVISORS, INC.

Jul 2002 – Jun 2007

BAKERSFIELD, CA

BROOKSTREET CAPITAL MANAGEMENT

Jun 2001 – Aug 2002

BAKERFIELD, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · June 4, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TREE CITY ADVISORS, LLC

CRD 264795 · SEC 801-118124

AUM

$188M

Regulatory assets under management

Employees

969 client accounts

Services offered by TREE CITY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

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 TREE CITY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian James Wiley offer?

Brian James Wiley specializes in Financial Planning, Investment Management. Contact their office in BOISE, Idaho for a consultation.

What are Brian James Wiley's credentials?

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

Where is Brian James Wiley located?

Brian James Wiley is based in BOISE, Idaho, working with TREE CITY ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Brian James Wiley charge for services?

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

How large is TREE CITY ADVISORS, LLC?

TREE CITY ADVISORS, LLC has approximately 8 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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