AdvisorOS Directory
Claim Profile
RB

Roman Guy Brent

AERIE ADVISORY GROUP LLC·GIG HARBOR, Washington
Unclaimed Profile
3025 HARBORVIEW DRIVE, GIG HARBOR, WA 98335CRD# 4532588Firm CRD# 333610
01

About

Roman Guy Brent is a registered financial advisor based in GIG HARBOR, Washington, affiliated with AERIE ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
AERIE ADVISORY GROUP LLC
AERIE ADVISORY GROUP LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at AERIE ADVISORY GROUP LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4532588
Firm CRD# 333610
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GIG HARBOR?

Browse all registered financial advisors in GIG HARBOR, Washington or claim this profile if it's yours.

Browse GIG HARBOR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Roman Guy Brent offer?
Roman Guy Brent specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GIG HARBOR, Washington for a consultation.
What are Roman Guy Brent's credentials?
Roman Guy Brent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roman Guy Brent located?
Roman Guy Brent is based in GIG HARBOR, Washington, working with AERIE ADVISORY GROUP LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.
How does Roman Guy Brent charge for services?
Roman Guy Brent'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 AERIE ADVISORY GROUP LLC?
AERIE ADVISORY GROUP LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GIG HARBOR
Ronald Jay Robertson — GENESIS CAPITAL LLCDonald Francis Cox — PACIFIC ASSET MANAGEMENT, LLCGary Lee Lucy — PACIFIC ASSET MANAGEMENT, LLCEdward Donald Smith — P3 ASSET MANAGEMENT, LLCRichard Kent Baird — HARBORVIEW ASSET MANAGEMENT LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile