BC
BC

Brian Weber Chew

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806

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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.

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Other Business ActivitiesSells Insurance

Brian is involved with Chew Financial Group, spending about 10-20% of his time on non-variable insurance and most of his time as a DBA for his LPL business. He also provides investment advisory services to Great Valley Advisor Group, Inc., dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
January 2025 - Present · 1 yr 1 mo
LPL Financial LLCBroker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Hornor, Townsend & Kent, LLC
December 2021 - January 2025 · 3 yrs 1 mo
Hornor, Townsend & Kent, LLCBroker
January 2013 - January 2025 · 12 yrs
Sammons Securities Company, LLCBroker
November 2010 - January 2013 · 2 yrs 2 mos
Park Avenue Securities LLCBroker
April 2005 - August 2009 · 4 yrs 4 mos
Signator Investors, INC.Broker
January 2004 - March 2005 · 1 yr 2 mos
State Registrations13 states
ALAZFLGALAMSNCNJNYOHSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.