BM
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Brianna Mcclain
15 Years of Experience
Edina, MN
1 DisclosureBroker
Brianna Mcclain is a registered investment advisor at Cetera Investment Advisers LLC, based in Edina, MN, with 15 years of industry experience. Brianna is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
7301 Ohms Lane, Suite 460, Edina, MN, 55439
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2016Denied
Other Business Activities
Brianna is the owner of Grey Duck Wealth Management, a DBA for Cetera Business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2024 - Present · 2 yrs 4 mos
Cetera Investment Services LLCBroker
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Equitable Advisors, LLC
August 2011 - June 2024 · 12 yrs 10 mos
Equitable Advisors, LLCBroker
March 2011 - June 2024 · 13 yrs 3 mos
State Registrations5 states
IAMNNDNYWI
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.
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