BR
BR

Biswojit Rebeiro

5 Years of Experience
Broker
Areas of Practice
Insurance PlanningReal Estate Investing
Compensation
Fee-Only (AUM)
Firm Size
47 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M
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Location

1801 Rockville Pike, Suite 120, Rockville, MD, 20852

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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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Employment History
Current Registrations
Wesbanco Securities, INC.Broker
May 2025 - Present · 9 mos
Wesbanco Securities, INC.
May 2025 - Present · 9 mos
Previous Registrations
Northwest Financial Advisors LLC
February 2025 - February 2025 · 0 mos
LPL Financial LLCBroker
February 2025 - March 2025 · 1 mo
Edward JonesBroker
July 2024 - November 2024 · 4 mos
Edward Jones
July 2024 - November 2024 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2023 - February 2024 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2023 - February 2024 · 1 yr 1 mo
Wells Fargo Clearing Services, LLC
March 2019 - January 2022 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
February 2019 - January 2022 · 2 yrs 11 mos
State Registrations1 state
MD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.