Brian Gaister, financial advisor Bethesda MD
93 score

Brian Gaister

CRD Number: 5394236
Current Firm: Pennington Partners & Company, LLC

Brian Gaister (CRD# 5394236) is an Investment Advisor Representative working at Pennington Partners & Company, LLC in Bethesda, MD and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pennington Partners & Company, LLC Bethesda, MD Mar 2016 - Current < 1
Private Client Services, LLC Louisville, KY Jan 2016 - Mar 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia, MD Sep 2010 - Jan 2016 5
Morgan Stanley Smith Barney Baltimore, MD Jun 2009 - Sep 2010 1
Morgan Stanley & Company, Incorporated Baltimore, MD Jul 2007 - Jun 2009 1
Community Home Mortgage Beltsville, MD Jan 2005 - Jul 2007 2
University Of Md Robert H Smith Business School College Park, MD Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Brian R. Gaister
Phone Number: 202-370-6435
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

DC, MD

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BADGES
93

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