Brian Nmi Munoz
Investment adviser representative at Financial Rounds
15 yearsExperience
1 stateRegistered in
$211.3MFirm assets
5 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 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
Experience
15 years in the industry.
- Financial RoundsJan 2025 to now
- Corient Services LLCJul 2023 to Dec 2024
- Cipw Service Company, LLCJan 2023 to Jul 2023
- CorientDec 2022 to Dec 2024
- Ci Doyle Private Wealth, LLCJan 2022 to Mar 2023
- Nova Southeastern UniversityMay 2018 to Nov 2021
- Reilly, Fisher & SolomonJan 2011 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Financial Rounds
Legal name: Personal Choice Financial Advisors, LLC
$211.3MAssets managed
188Clients
5Advisers
5 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
- 5806691
- Firm CRD
- 110384