Brian Raymond Bies
Investment adviser representative at Silvercrest Asset Management Group LLC
22 yearsExperience
2 statesRegistered in
$28.3BFirm assets
24 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Silvercrest Asset Management Group LLCJul 2019 to now
- Cortina Asset Management, LLCApr 2004 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Silvercrest Asset Management Group LLC
$28.3BAssets managed
1,205Clients
34Advisers
24 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
- 2457017
- Firm CRD
- 118333