Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
203 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B

Fee Structure

Financial Planning:Investment management only
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Location

1001 Liberty Avenue, Pittsburgh, PA, 15222-3779

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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 Activities

Brian owns Willer or Marlie Willer since 2018. This activity is not performed during trading hours, is not investment related, and requires minimal time.

Employment History
Current Registrations
Federated Global Investment Management CORP.
August 2021 - Present · 4 yrs 6 mos
Mdt Advisers, a Division of Federated Mdta LLC
June 2013 - Present · 12 yrs 8 mos
Federated Investment Counseling
June 2013 - Present · 12 yrs 8 mos
Federated Securities CORP.
June 2013 - Present · 12 yrs 8 mos
Federated Securities CORP.Broker
April 2013 - Present · 12 yrs 10 mos
Federated Securities CORP.
April 2013 - Present · 12 yrs 10 mos
Previous Registrations
Adp Broker-Dealer, INC.Broker
April 2011 - April 2013 · 2 yrs
Fidelity Investments Institutional Services Company, INC.Broker
July 2006 - April 2011 · 4 yrs 9 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Robert Willer - Financial Advisor | TrueAdvisor