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Brian Overton

Vestmark Advisory Solutions, Inc.

North Wales, PA

Wakefield, MA

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Current Employers
Vestmark Advisory Solutions, Inc.

100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-09
PA RA APPROVED 2025-05-29
  • MA RA
    APPROVED
    Since 2025-09-09
  • PA RA
    APPROVED
    Since 2025-05-29

Branch Locations

North Wales, PA • United States

100 Quannapowitt Pkwy Suite 205, Wakefield, MA 01880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc Philadelphia PA 04/2007 Present
Vestmark Advisory Solutions, Inc. Wakefield MA 04/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-01-19
S63 Uniform Securities Agent State Law Examination 2001-06-22
  • S65 Uniform Investment Adviser Law Examination
    2007-01-19
  • S63 Uniform Securities Agent State Law Examination
    2001-06-22

View on SEC IAPD

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