Brian William Halbert
Investment adviser representative at Halbert Wealth Management, Inc
13 yearsExperience
1 stateRegistered in
$211.2MFirm assets
28 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Halbert Wealth Management, IncJul 2025 to now
- Pensionmark Financial Group, LLCJul 2018 to Jul 2025
- Pensionmark Securities, LLCJul 2018 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Halbert Wealth Management, Inc
Legal name: Halbert Wealth Management, Inc.
$211.2MAssets managed
284Clients
4Advisers
28 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
- 5164875
- Firm CRD
- 108294