Michael Brcic is a registered investment advisor, based in The Woodlands, TX, with 34 years of industry experience.
Location
1780 Hughes Landing Blvd, Suite 475, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an insurance agent for B. Riley Wealth Insurance since 2016, selling life and health insurance, dedicating minimal time. He also operates under the DBA JBT Wealth Management for his financial securities business through B. Riley Wealth Management, dedicating full-time hours.
Employment History
Current Registrations
B. Riley Wealth Management
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
Previous Registrations
National Securities CorporationBroker
Oppenheimer & CO. INC.
Oppenheimer Asset Management
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.