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Brian K Laible

BRYANT WOODS INVESTMENT ADVISORS, LLC·GETZVILLE, New York
Series 65Clean record12 years registeredBRYANT WOODS INVESTMENT ADVISORS, LLC
2410 NORTH FOREST ROAD, GETZVILLE, NY 14068CRD# 4774488Firm CRD# 109379

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian K Laible · GETZVILLE, NY
Registration
CRD #4774488 · BRYANT WOODS INVESTMENT ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

LANDMARK WEALTH MANAGEMENT
Feb 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 4, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRYANT WOODS INVESTMENT ADVISORS, LLC
CRD 109379 · SEC 801-74639
AUM
$471M
Regulatory assets under management
Employees
7
252 client accounts
Services offered by BRYANT WOODS INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BRYANT WOODS INVESTMENT ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Brian K Laible offer?
Brian K Laible specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GETZVILLE, New York for a consultation.
What are Brian K Laible's credentials?
Brian K Laible is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian K Laible located?
Brian K Laible is based in GETZVILLE, New York, working with BRYANT WOODS INVESTMENT ADVISORS, LLC. Their office serves clients in the GETZVILLE metropolitan area and surrounding communities.
How does Brian K Laible charge for services?
Brian K Laible'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 BRYANT WOODS INVESTMENT ADVISORS, LLC?
BRYANT WOODS INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $471M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRYANT WOODS INVESTMENT ADVISORS, LLC

Joshua J Kaplan
GETZVILLE, NY
Mark Patrick Collard
GETZVILLE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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