Brian Matthew Doherty
Investment adviser representative at Darwin Wealth Management
10 yearsExperience
1 stateRegistered in
$614.5MFirm assets
12 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
10 years in the industry.
- Darwin Wealth ManagementJul 2024 to now
- J.P Morgan & ChaseMar 2023 to Apr 2024
- Pirum SystemsJan 2020 to Mar 2023
- Mercantile Global HoldingsOct 2018 to Jan 2020
- Noble Bank InternationalApr 2018 to Sep 2018
- J.P. Morgan & ChaseFeb 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Darwin Wealth Management
Legal name: Darwin Wealth Management, LLC
$614.5MAssets managed
835Clients
12Advisers
12 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
- 6671890
- Firm CRD
- 166585