Unclaimed Profile

Brooklynn Chandler Willy

QUEEN B ADVISORS, LLC·SAN ANTONIO, Texas

Series 6512 years registeredQUEEN B ADVISORS, LLC

20650 STONE OAK PKWY, #100, SAN ANTONIO, TX 78258CRD# 5724422Firm CRD# 306413

Profile Verification

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

Identity

Brooklynn Chandler Willy · SAN ANTONIO, TX

Registration

CRD #5724422 · QUEEN B ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QUEEN B ADVISORS, LLC

TEXAS FINANCIAL ADVISORY

Oct 2020 – Jan 2025

SAN ANTONIO, TX

TCFG INVESTMENT ADVISORS, LLC

Oct 2019 – Oct 2019

San Antonio, TX

J. W. COLE ADVISORS, INC.

Apr 2019 – Oct 2019

SAN ANTONIO, TX

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Mar 2014 – Apr 2019

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 26, 2014

Years registered · 12

Disclosure History

2024Civil·Pending

2024Criminal·Pending Charge

2024Regulatory·Pending

2023Civil·Pending

2021Customer Dispute·Pending

2020Regulatory·Final

2019Employment Separation After Allegations

9 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

QUEEN B ADVISORS, LLC

CRD 306413 · SEC 801-128701

AUM

$118M

Regulatory assets under management

Employees

633 client accounts

Services offered by QUEEN B ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at QUEEN B ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Brooklynn Chandler Willy offer?

Brooklynn Chandler Willy specializes in Financial Planning, Investment Management, Wealth Management.

What are Brooklynn Chandler Willy's credentials?

Brooklynn Chandler Willy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brooklynn Chandler Willy located?

Brooklynn Chandler Willy is based in SAN ANTONIO, Texas, last registered with QUEEN B ADVISORS, LLC.

How does Brooklynn Chandler Willy charge for services?

Brooklynn Chandler Willy's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUEEN B ADVISORS, LLC?

QUEEN B ADVISORS, LLC has approximately 7 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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