Brian Mark Stigliano
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$12BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Forvis Mazars Wealth Advisors, LLCSep 2025 to now
- Valley Wealth Managers, Inc.Jul 2023 to Sep 2025
- Valley Financial Management, Inc.Apr 2022 to Sep 2025
- Valley National BankApr 2022 to Sep 2025
- Leumi Investment Services Inc.Jun 2019 to Apr 2022
- UnemployedFeb 2019 to Jun 2019
- TIAAMay 2014 to Jan 2019
- TIAA-CREF Individual & Institutional Services, LLCMay 2014 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, PA).
Forvis Mazars Wealth Advisors, LLC
$12BAssets managed
4,584Clients
83Advisers
26 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
- 4982178
- Firm CRD
- 110905