Brian Francisco Medina
Investment adviser representative at Hartford Funds
23 yearsExperience
1 stateRegistered in
$152.1BFirm assets
13 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Hartford FundsJul 2025 to now
- Hartford Funds Distributors, LLCJul 2025 to now
- Hartford Funds Management Company, LLCJul 2025 to now
- T Rowe PriceMay 2021 to Jun 2025
- Invesco Distributors, Inc.May 2019 to Apr 2021
- Oppenheimerfunds Distributor, Inc.Apr 2003 to Apr 2020
- Oppenheimerfunds, Inc.Apr 2003 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Hartford Funds
Legal name: Hartford Funds Management Company, LLC
$152.1BAssets managed
75Clients
48Advisers
13 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
- 2819495
- Firm CRD
- 147746