Brett Thomas Siegfried
Investment adviser representative at Krilogy
14 yearsExperience
1 stateRegistered in
$5.2BFirm assets
17 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
Experience
14 years in the industry.
- KrilogyAug 2024 to now
- Krilogy Financial LLCJul 2024 to now
- JPMorgan Chase Bank NASep 2019 to now
- JPMorgan Securities LLCSep 2019 to now
- Krilogy Financial LLCDec 2012 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
Krilogy
Legal name: Krilogy Financial LLC
$5.2BAssets managed
3,204Clients
63Advisers
17 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
- 6153831
- Firm CRD
- 149046