Brian Mark Yost
Investment adviser representative at Alpine Private Wealth
26 yearsExperience
2 statesRegistered in
CFADesignation
$1.5BFirm assets
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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.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Alpine Private WealthMay 2020 to now
- Alpine Private Capital, LLCMay 2020 to now
- Imst Distributors, LLCJul 2020 to Dec 2023
- Bank of America Private BankJul 2000 to May 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Alpine Private Wealth
Legal name: Alpine Private Capital, LLC
$1.5BAssets managed
295Clients
4Advisers
9 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
- 7256936
- Firm CRD
- 286072