Brian Brunick, financial advisor Vienna VA

Brian Brunick

CRD Number: 2454245
Current Firm: Navy Federal Brokerage Services LLC

Brian Brunick (CRD# 2454245) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Vienna, VA and has over 25 years of experience in the finance industry. Brian Brunick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Navy Federal Financial Group, LLC Norfolk, VA Jun 2018 - Current 1
Navy Federal Brokerage Services, LLC Norfolk, VA Jun 2018 - Current 1
Demolition Services Of Virginia Beach Virginia Beach, VA Feb 2018 - Aug 2018 < 1
Bb&t Securities, LLC Virginia Beach, VA Jan 2018 - Jan 2018 < 1
Bb&t Investment Services Charlotte, NC Jan 2008 - Dec 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination Apr 1994
Contact Info for Brian T. Brunick
Phone Number: 703-206-1320
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    429
    MILLIONS
  • Total Number of Accounts
    3,456
    ACCOUNTS
  • Average Account Value
    $124,169
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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