Brian William Mcauliffe
Investment adviser representative at Lotusgroup Advisors
13 yearsExperience
5 statesRegistered in
$286MFirm assets
9 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Lotusgroup AdvisorsSep 2022 to now
- CignaJun 2021 to Sep 2022
- EmistAug 2020 to Dec 2020
- Morningstar Partners, L.P.May 2019 to Dec 2019
- Texas Christian UniversityAug 2017 to May 2021
- Libertyville High SchoolMay 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, NH, NY, TX).
Lotusgroup Advisors
Legal name: Lotusgroup Advisors, LLC
$286MAssets managed
186Clients
6Advisers
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
- 7767264
- Firm CRD
- 143379