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Brian Jeffry Stephenson

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Jeffry Stephenson · KENNETT SQUARE, PA
Registration
CRD #2734808 · HOLOS INTEGRATED WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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05

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 at HOLOS INTEGRATED WEALTH, LLC

David James Matulewicz
KENNETT SQUARE, PA

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