Brian Matthew Lockwood
Investment adviser representative at Piton Investment Management, LP
22 yearsExperience
2 statesRegistered in
CFADesignation
$927.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Piton Investment Management, LPFeb 2018 to now
- HSBC Bank USAAug 2004 to Feb 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Piton Investment Management, LP
$927.9MAssets managed
22Clients
6Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2402096
- Firm CRD
- 282517