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Brittany Beard

12 Years of Experience
Stamford, CT
Broker

Brittany Beard is a registered investment advisor, based in Stamford, CT, with 12 years of industry experience.

Location

400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512

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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

Brittany works as a sales consultant for Poshmark, selling clothing and shoes online, dedicating a few hours per week. She is also a team member of Clove Hitch Advisors.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
April 2018 - May 2022 · 4 yrs 1 mo
Wells Fargo Clearing Services, LLC
September 2016 - April 2018 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - April 2018 · 1 yr 7 mos
Strategic Advisers, INC.
August 2015 - August 2016 · 1 yr
Fidelity Brokerage Services LLCBroker
September 2014 - August 2016 · 1 yr 11 mos
Signator Investors, INC.Broker
September 2013 - July 2014 · 10 mos
State Registrations21 states
AZCACOCTFLGAHIILMAMDMEMONCNHNJNYPARIVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brittany Beard - Financial Advisor | TrueAdvisor