Brian David Hartstein
Investment adviser representative at Bayntree Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$241.1MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bayntree Wealth Advisors, LLCJul 2016 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Bayntree Wealth Advisors, LLC
$241.1MAssets managed
510Clients
6Advisers
5 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
- 2496816
- Firm CRD
- 226708