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Brian Jeffry Stephenson

HOLOS INTEGRATED WEALTH, LLC·KENNETT SQUARE, Pennsylvania
Unclaimed Profile
224 EAST STREET RD., KENNETT SQUARE, PA 19348CRD# 2734808Firm CRD# 329884
01

About

Brian Jeffry Stephenson is a registered financial advisor based in KENNETT SQUARE, Pennsylvania, affiliated with HOLOS INTEGRATED WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HOLOS INTEGRATED WEALTH, LLC
HOLOS INTEGRATED WEALTH
AUM
$167M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HOLOS INTEGRATED WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2734808
Firm CRD# 329884
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Jeffry Stephenson offer?
Brian Jeffry Stephenson specializes in Financial Planning, Investment Management. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.
What are Brian Jeffry Stephenson's credentials?
Brian Jeffry Stephenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Jeffry Stephenson located?
Brian Jeffry Stephenson is based in KENNETT SQUARE, Pennsylvania, working with HOLOS INTEGRATED WEALTH, LLC. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.
How does Brian Jeffry Stephenson charge for services?
Brian Jeffry Stephenson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOLOS INTEGRATED WEALTH, LLC?
HOLOS INTEGRATED WEALTH, LLC has approximately 2 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KENNETT SQUARE
Matthew Todd O'leary — CHATHAM INVESTMENT ADVISORS, LLCDavid James Sweeney — CHATHAM INVESTMENT ADVISORS, LLCMichael Steven Demarco — CHATHAM INVESTMENT ADVISORS, LLCMatthew Paul Henry — UNION SQUARE CAPITAL PARTNERS, LLCJ Michael Bontrager — CHATHAM INVESTMENT ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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