Brian Jeffry Stephenson
Investment adviser representative at Holos Integrated Wealth
10 yearsExperience
1 stateRegistered in
$233.1MFirm assets
2 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Holos Integrated Wealth, LLCMar 2024 to now
- Arkadios Wealth AdvisorsJun 2020 to May 2024
- Arkadios CapitalJun 2020 to Dec 2023
- Triad Advisors, Inc.Jan 2016 to Jun 2020
- Triad Hybrid Solutions, Inc.Jan 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Holos Integrated Wealth
Legal name: Holos Integrated Wealth, LLC
$233.1MAssets managed
225Clients
3Advisers
2 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
- 2734808
- Firm CRD
- 329884