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Brian Overton

Vestmark Advisory Solutions, INC.
24 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Vestmark Advisory Solutions, INC.
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
32,047 clients
Average Client Portfolio
$313K average
Assets Under Management
$10.0B

Fee Structure

Financial Planning:Investment management only

Location

North Wales, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Vestmark Advisory Solutions, INC.
May 2025 - Present · 9 mos
Previous Registrations
Janney Montgomery Scott LLCBroker
May 2007 - April 2025 · 17 yrs 11 mos
Janney Montgomery Scott LLC
May 2007 - April 2025 · 17 yrs 11 mos
Hirtle Callaghan & CO INC
January 2007 - April 2007 · 3 mos
J.P. Morgan Securities INC.Broker
May 2001 - September 2006 · 5 yrs 4 mos
J.P. Morgan Securities INC.Broker
February 2001 - May 2001 · 3 mos
State Registrations2 states
MAPA
Advisor
Exams
No exam information available for this advisor.