Brian Pitkin (CRD# 3099585) is an Investment Advisor Representative working at Uri Capital Management, LLC in Indianapolis, IN and has over 12 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uri Capital Management, LLC | Indianapolis, IN | Feb 2012 - Current | 12 |
| Denovo Constructors | Indianapolis, IN | Apr 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- IN
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$5,571,429
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
IN
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