Brian FerryCRD Number: 6254901
Current Firm: Wasmer Schroeder & Co Inc.
Brian Ferry (CRD# 6254901) is an Investment Advisor Representative working at Wasmer Schroeder & Co Inc. in Cleveland, OH and has over 4 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Wasmer, Schroeder & Company, Inc.||Clevelan, OH||Aug 2009 - Current||8|
|None||Cleveland, OH||May 2009 - Aug 2009||< 1|
|Miami University||Oxford, OH||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management5,759MILLIONS
Total Number of Accounts2,387ACCOUNTS
Average Account Value$2,412,702
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI