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Brian William Nobis

BST WEALTH MANAGEMENT, LLC·ALBANY, New York
Clean recordBST WEALTH MANAGEMENT, LLC
26 COMPUTER DRIVE WEST, ALBANY, NY 12205CRD# 4184164Firm CRD# 131160

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian William Nobis · ALBANY, NY
Registration
CRD #4184164 · BST WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian William Nobis is a registered financial advisor based in ALBANY, New York, affiliated with BST WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BST WEALTH MANAGEMENT, LLC
BST WEALTH MANAGEMENT, LLC
AUM
$26M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4184164
Firm CRD# 131160
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian William Nobis offer?
Brian William Nobis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALBANY, New York for a consultation.
What are Brian William Nobis's credentials?
Brian William Nobis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian William Nobis located?
Brian William Nobis is based in ALBANY, New York, working with BST WEALTH MANAGEMENT, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Brian William Nobis charge for services?
Brian William Nobis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BST WEALTH MANAGEMENT, LLC?
BST WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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