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Brian Jeffry Stephenson

Holos Integrated Wealth

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About Brian Jeffry Stephenson

Brian Stephenson is an investment advisor representative at Holos Integrated Wealth. Brian has over 25 years of experience in the financial services industry and holds Series 7, 31, 63 and 65 licenses. Brian is a licensed insurance agent and provides a wide range of financial services, including investment advice, financial planning, and insurance. Brian has worked with a number of prominent firms including Wells Fargo Advisors, Triad Advisors, Arkadios Capital and Citigroup Global Markets. Brian is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Brian Stephenson is currently registered with Holos Integrated Wealth. Holos Integrated Wealth is an investment advisor headquartered in Kennett Square, PA. The firm manages $167 million in assets for 550 clients. They offer financial planning and portfolio management for individuals and high-net-worth individuals. Their team includes 2 licensed agents and 2 investment adviser representatives.
Holos Integrated Wealth

224 EAST STREET RD.

KENNETT SQUARE, PA 19348

$167.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Stephenson’s Registration & Firm History

PA

03/18/2024 - Present

Holos Integrated Wealth (KENNETT SQUARE PA)

PA

06/30/2020 - 12/31/2023

ARKADIOS CAPITAL (Kennett Square PA)

PA

01/15/2016 - 07/01/2020

TRIAD ADVISORS LLC (Exton PA)

PA

05/01/2009 - 01/19/2016

WELLS FARGO ADVISORS, LLC (WAYNE PA)

PA

06/25/1997 - 05/21/2009

CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 07/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 06/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian Jeffry Stephenson. Review regulatory record here.
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