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Brian John Redican

Courseview Capital LLC

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About Brian John Redican

Brian Redican is an investment advisor representative at Courseview Capital LLC. Brian has been in the industry for over 26 years and has a Series 7, Series 63, Series 65, and SIE license. Previously, Brian worked at Wilmington Capital Securities, LLC, LPS Partners Inc., GFI Securities LLC, Rafferty Capital Markets, LLC, Citigroup Global Markets Inc., and TD Ameritrade, Inc. Brian specializes in financial planning and portfolio management for individuals.

Firm Information

Brian Redican is currently registered with Courseview Capital LLC. Courseview Capital LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management for individuals. Courseview Capital LLC manages approximately $3,094,583 in assets for 6 clients.

$3.09M

Assets Under Management

Not reported

Total Clients

1

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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percentage of assets

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

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Brian Redican’s Registration & Firm History

NY

10/28/2021 - Present

Courseview Capital LLC (BRONXVILLE NY)

NY

10/04/2017 - 12/09/2020

WILMINGTON CAPITAL SECURITIES, LLC (New York NY)

NY

08/21/2013 - 04/03/2017

LPS PARTNERS INC. (NEW YORK NY)

NY

03/07/2013 - 09/17/2013

GFI SECURITIES LLC (NEW YORK NY)

NY

11/07/2008 - 01/09/2013

RAFFERTY CAPITAL MARKETS, LLC (NEW YORK NY)

NY

06/05/2006 - 11/17/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

10/30/1996 - 06/15/2006

TD AMERITRADE, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/10/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian John Redican. Review regulatory record here.
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