Brian Moles, financial advisor Stratford CT
90 score

Brian Moles

CRD Number: 6149495
Current Firm: Edward Jones

Brian Moles (CRD# 6149495) is an Investment Advisor Representative working at Edward Jones in Stratford, CT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2013 - Current 3
Techmedianetwork New York, NY Jun 2009 - Jan 2013 3
Reed Business Information Waltham, MA Aug 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Brian E. Moles
Phone Number: 314-515-2000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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