Brian McAleaveyCRD Number: 1261872
Current Firm: Associated Investment Services, Inc.
Brian McAleavey (CRD# 1261872) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Chicago, IL and has over 33 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Associated Investment Services, Inc.||Green Bay, WI||Dec 1997 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management309MILLIONS
Total Number of Accounts2,080ACCOUNTS
Average Account Value$148,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, LA, MI, MN, TX, WI
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