BH
CFA
BH
CFA

Brian Haynes

18 Years of Experience
Boston, MA
Broker

Brian Haynes is a CFA-designated registered investment advisor, based in Boston, MA, with 18 years of industry experience.

Location

290 Congress Street, Boston, MA, 02210

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 →
Employment History
Current Registrations
Columbia Management Investment Distributors, INC.Broker
May 2024 - Present · 2 yrs
Columbia Management Investment Distributors, INC.
May 2024 - Present · 2 yrs
Previous Registrations
Allspring Funds Distributor, LLCBroker
November 2017 - April 2024 · 6 yrs 5 mos
Allspring Funds Management, LLC
November 2017 - April 2024 · 6 yrs 5 mos
Citi Private Advisory, LLCBroker
April 2017 - November 2017 · 7 mos
Citigroup Global Markets INC.
April 2011 - November 2017 · 6 yrs 7 mos
Citigroup Global Markets INC.Broker
April 2011 - November 2017 · 6 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2010 · 1 yr 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2010 · 1 yr 5 mos
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
March 2007 - June 2009 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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 Haynes - Financial Advisor | TrueAdvisor