L Brian Atherton
Investment adviser representative at C2 Private Wealth
15 yearsExperience
1 stateRegistered in
$1.8BFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- C2 Private WealthMar 2021 to now
- Retirement Education FoundationMar 2021 to now
- Senior Planning Advisors, Inc.Mar 2021 to now
- Strategic Investment Advisors, Inc.Mar 2021 to now
- Charles Schwab & Co.,incAug 2011 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
C2 Private Wealth
Legal name: Strategic Investment Advisors, LLC
$1.8BAssets managed
2,066Clients
14Advisers
9 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
- 2518928
- Firm CRD
- 151501