AB
AB

Alain Brito

5 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

858 Camp Street, New Orleans, LA, 70130

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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

Alain is an associate financial advisor at PacificView Wealth Management, focusing on investment management, financial planning, and wealth management, dedicating full-time hours. He is also a wealth management advisor at NewEdge Advisors, spending full-time hours as well.

Employment History
Current Registrations
Newedge Advisors
October 2022 - Present · 3 yrs 4 mos
Newedge Securities, LLCBroker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Securities America Advisors, INC.
January 2021 - October 2022 · 1 yr 9 mos
Securities America, INC.Broker
October 2020 - October 2022 · 2 yrs
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.