Brian David Drolet
Investment adviser representative at Prestige Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$148.4MFirm 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 assetsFixed or flat fee
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.
- Prestige Wealth ManagementJun 2025 to now
- Osaic Advisory Services, LLCNov 2024 to Sep 2025
- Osaic Wealth, Inc.Jun 2024 to Sep 2025
- Arbor Point AdvisorsAug 2022 to Nov 2024
- Securities America AdvisorsOct 2020 to Jun 2024
- Securities America, Inc.Oct 2020 to Jun 2024
- Kestra Financial, Inc.Jun 2018 to Oct 2020
- Sagepoint FinancialMar 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Prestige Wealth Management
Legal name: Prestige Wealth Management, Inc.
$148.4MAssets managed
297Clients
5Advisers
1 yearIn 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
- 5564860
- Firm CRD
- 336264