TrueAdvisor
TrueAdvisor
BB
BB

Brent Burgesser

Qria, INC.
25 Years of Experience
Dacula, GA
5 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Brent Burgesser is a registered investment advisor at Qria, INC., based in Dacula, GA, with 25 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 16 clients with $18M in assets under management.

Qria, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
16 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$18.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

QRIA charges a flat 1% fee to all accounts, which is non-negotiable. Third-party management and custodial fees apply separately.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Dacula, GA

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2022
Judgment / Lien
May 2020
Judgment / Lien
January 2020
Regulatory
April 2016
Final
Employment Separation After Allegations
June 2012
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brent is an insurance producer with Brookwood Insurance Group since 2022, selling life, health, and fixed annuity products. This activity takes a few hours per week and includes some trading hours.

Employment History
Current Registrations
Qria, INC.
August 2026 - Present · 2 mos
Previous Registrations
Brookwood Investment Group
March 2025 - April 2026 · 1 yr 1 mo
Brookwood Investment Group
January 2023 - January 2025 · 2 yrs
Belpointe Asset Management LLC
August 2021 - January 2023 · 1 yr 5 mos
International Assets Investment Management, LLC
January 2016 - June 2021 · 5 yrs 5 mos
International Assets Investment Management, LLC
December 2015 - December 2015 · 0 mos
International Assets Advisory, LLCBroker
November 2015 - June 2021 · 5 yrs 7 mos
LPL Financial LLCBroker
July 2012 - December 2015 · 3 yrs 5 mos
LPL Financial LLC
July 2012 - December 2015 · 3 yrs 5 mos
Wells Fargo Advisors, LLC
October 2008 - July 2012 · 3 yrs 9 mos
Wells Fargo Advisors, LLCBroker
October 2008 - July 2012 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2005 - November 2008 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2005 - November 2008 · 3 yrs
Morgan Stanley
January 2005 - November 2005 · 10 mos
Morgan Stanley Dw INC.Broker
June 2003 - November 2005 · 2 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2001 - April 2004 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2000 - April 2004 · 3 yrs 4 mos
Painewebber IncorporatedBroker
May 2000 - January 2001 · 8 mos
State Registrations2 states
CATX
Advisor

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.
More Advisors
More financial advisors in Dacula, GA →All financial advisors in Georgia →