Unclaimed Profile

Brian William Garrison

COVENANT MULTI-FAMILY OFFICES, LLC·SAN ANTONIO, Texas

Series 7, Series 63, Series 65Clean record21 years registeredCOVENANT MULTI-FAMILY OFFICES, LLC

18756 STONE OAK PARKWAY; SUITE 102, SAN ANTONIO, TX 78258CRD# 2879020Firm CRD# 152651

Profile Verification

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

Identity

Brian William Garrison · SAN ANTONIO, TX

Registration

CRD #2879020 · COVENANT MULTI-FAMILY OFFICES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COVENANT MULTI-FAMILY OFFICES, LLC

COVENANT

Feb 2010 – Jun 2017

SAN ANTONIO, TX

SMH CAPITAL INC.

Jun 2006 – Feb 2009

HOUSTON, TX

SMH CAPITAL ADVISORS, INC.

Jan 2005 – Dec 2006

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 10, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COVENANT MULTI-FAMILY OFFICES, LLC

CRD 152651 · SEC 801-71043

AUM

$2.1B

Regulatory assets under management

Employees

1,889 client accounts

Services offered by COVENANT MULTI-FAMILY OFFICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COVENANT MULTI-FAMILY OFFICES, LLC →

Introduction

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Frequently Asked Questions

What services does Brian William Garrison offer?

Brian William Garrison specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Brian William Garrison's credentials?

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

Where is Brian William Garrison located?

Brian William Garrison is based in SAN ANTONIO, Texas, last registered with COVENANT MULTI-FAMILY OFFICES, LLC.

How does Brian William Garrison charge for services?

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

How large is COVENANT MULTI-FAMILY OFFICES, LLC?

COVENANT MULTI-FAMILY OFFICES, LLC has approximately 38 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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