BW
BW

Bryan David Wilson

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
487 clients
Average Client Portfolio
$679K average
Assets Under Management
$330.6M

Fee Structure

Loading...

Location

3 East Third Ave.,, Office 323, San Mateo, CA, 94401

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 →
Other Business Activities

Bryan is a registered representative with Emerson Equity LLC and a financial advisor/partner at Catalyst Private Wealth. He dedicates a significant amount of time to these investment-related activities, including working with clients and managing the advisory firm.

Employment History
Current Registrations
Catalyst Private Wealth, LLC
October 2019 - Present · 6 yrs 4 mos
Emerson Equity LLCBroker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Mutual Advisors, LLC
January 2018 - September 2019 · 1 yr 8 mos
Clearpath Capital Partners LLC
March 2016 - April 2018 · 2 yrs 1 mo
State Registrations17 states
AZCACOFLILMAMINCNENJNVNYORSDTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bryan David Wilson - Financial Advisor | TrueAdvisor