BM
BM

Brian Menickella

32 Years of Experience
Swedesboro, NJ
BrokerSells Insurance

Brian Menickella is a registered investment advisor, based in Swedesboro, NJ, with 32 years of industry experience.

Location

Swedesboro, NJ

Get directions

History

Regulatory History
Clean regulatory record

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

Brian works full-time as an Investment Advisor Representative (IAR) through Kestra Advisory Services and as a registered representative through Kestra Investment Services. He also dedicates minimal time as a member of The Beacon Group of Companies (insurance related) and as the owner of Beacon Real Estate.

Employment History
Current Registrations
Kestra Investment Services, LLC
March 2025 - Present · 1 yr 4 mos
Kestra Advisory Services, LLC
March 2025 - Present · 1 yr 4 mos
Kestra Investment Services, LLCBroker
March 2025 - Present · 1 yr 4 mos
Previous Registrations
Beacon Financial Services, INC
March 2017 - April 2025 · 8 yrs 1 mo
LPL Financial LLC
December 2016 - March 2025 · 8 yrs 3 mos
LPL Financial LLCBroker
December 2016 - March 2025 · 8 yrs 3 mos
Tfs Advisory Services
January 2007 - December 2016 · 9 yrs 11 mos
Tfs Securities, INC.Broker
March 1994 - December 2016 · 22 yrs 9 mos
State Registrations15 states
CACODEFLILINMDNCNJNYOHPASCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Brian Menickella - Financial Advisor | TrueAdvisor