Brian Bayer, financial advisor Brooklyn NY

Brian Bayer

CRD Number: 6713334
Current Firm: Lpl Financial LLC

Brian Bayer (CRD# 6713334) is an Investment Advisor Representative working at Lpl Financial LLC in Brooklyn, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
New York Community Bank Brooklyn, NY Sep 2019 - Current 2
Lpl Financial LLC Brooklyn, NY Sep 2019 - Current 2
Hsbc Bank Usa, National Association Brooklyn, NY Nov 2017 - Sep 2019 1
Hsbc Securities Usa, Inc. Brooklyn, NY Nov 2017 - Sep 2019 1
Hsbc Bank Usa, N.a. Brooklyn, NY Jul 2016 - Nov 2017 1
Lowes Howell, NJ May 2012 - Jul 2016 4
Bentley University Waltham, MA Aug 2012 - May 2016 3
99 Restaurant And Pub Waltham, MA Oct 2015 - Feb 2016 < 1
Piece By Piece Movers Newton, MA Feb 2014 - May 2014 < 1
Chee Burger Chee Burger Brick, NJ Feb 2012 - May 2012 < 1
Boston Market Howell, NJ Oct 2010 - Apr 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2016
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Brian J. Bayer
Phone Number: 704-733-3300
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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