Brian Douglas Alchermes
Investment adviser representative at Capital Analysts
13 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Capital AnalystsJul 2024 to now
- Lincoln InvestmentJul 2024 to now
- Mutual Inc.Jul 2019 to Jul 2024
- Planmember Securities CorporationJul 2019 to Jul 2024
- Vanderbilt Securities, LLCMay 2018 to Jun 2019
- Bespoke Wealth ManagementJun 2017 to Jul 2024
- JP Morgan Chase BankApr 2017 to Mar 2018
- JP Morgan Securities, LLCApr 2017 to Mar 2018
- MML Investors ServicesJul 2014 to Mar 2017
- Center for Wealth PreservationMay 2014 to Mar 2017
- Mass Mutual Life Insurance CompanyMay 2014 to Mar 2017
- Brian Douglas & AssociatesJun 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 5782541
- Firm CRD
- 162200