Brian Joseph Lindberg
Investment adviser representative at Fitzwilliams Wealth Management Inc.
15 yearsExperience
6 statesRegistered in
$123.5MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Fitzwilliams Wealth Management, Inc.Apr 2021 to now
- Fitzwilliams Financial IncJan 2017 to now
- Ae Wealth Management, LLCJan 2019 to Apr 2021
- Adt LLCOct 2011 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 6 states (FL, LA, NC, PA, TX, VA).
Fitzwilliams Wealth Management Inc.
$123.5MAssets managed
634Clients
7Advisers
Under 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
- 7060911
- Firm CRD
- 312192