BH
BH

Brian David Hosan

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Loading...

Location

Schroon Lake, NY

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

Brian is a Director at Harbor Media Group, providing media production services, dedicating about a quarter of his time. He is also a partner in Ledgerock Advisors, LLC, an investment advisory DBA, though it is not currently in use, and a board member of the Schroon Lake Chamber of Commerce, spending minimal time on this.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
September 2021 - Present · 4 yrs 5 mos
Silver Oak Securities, INC.
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Securities America Advisors, INC.
May 2021 - September 2021 · 4 mos
Securities America, INC.Broker
November 2020 - September 2021 · 10 mos
State Registrations4 states
AZCANYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian David Hosan - Financial Advisor | TrueAdvisor