Brian Yurek is a CFP-designated registered investment advisor at Brian L. Yurek, based in Kingsville, MD, with 3 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Brian L Yurek does not provide investment advice directly. Instead, he refers clients to a third-party advisor (Morgan Stanley Smith Barney) for investment services. The fees for investment services are paid directly to the third-party advisor, and Brian L Yurek receives a portion of those fees. He has no control over the fees charged by the third-party advisor.
Location
12027 Belair Road, Kingsville, MD, 21087
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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 Activities
Brian's primary business is Yurek Cassedy, Inc., a tax firm. This activity is not investment-related.
Employment History
Current Registrations
Brian L. Yurek
State Registrations1 state
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