Brian Marshall Allen
Investment adviser representative at Homestead Advisers Corp.
24 yearsExperience
51 statesRegistered in
$7.5BFirm assets
36 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.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Homestead Advisers Corp.Jan 2024 to now
- Re Investment CorporationFeb 2002 to now
- Re Advisers CorporationJan 2016 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 51 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
Homestead Advisers Corp.
$7.5BAssets managed
8Clients
11Advisers
36 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
- 4493122
- Firm CRD
- 109845