Brian Thomas Bothe
Investment adviser representative at Amerity Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$338.8MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Amerity Wealth Management, LLCJul 2026 to now
- Amerity Financial, LLCJun 2026 to now
- LPL EnterpriseDec 2024 to now
- Prudential FinancialDec 2024 to Jun 2026
- Bank of America, N.A.Aug 2022 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Dec 2024
- UnemployedMar 2022 to Jul 2022
- Robotic Assistance DevicesMay 2021 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Apr 2021
- LyftNov 2018 to May 2019
- Adp, LLCJul 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Amerity Wealth Management, LLC
$338.8MAssets managed
750Clients
17Advisers
3 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
- 2962893
- Firm CRD
- 322265