Best Investors Account Sign in
Inactive

Cern William Basher

Brilliant Advice, LLC

Cincinnati, OH

Sarasota, FL

CRD 4401337

Claim This Profile
Employer firm

Brilliant Advice, LLC CRD 282891

$570M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Brilliant Advice, Llc

8044 Montgomery Road Suite 700, Cincinnati, OH 45236 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-16
FL RA APPROVED 2023-11-16
OH RA APPROVED 2016-03-11
  • TX RA
    APPROVED
    Since 2025-07-16
  • FL RA
    APPROVED
    Since 2023-11-16
  • OH RA
    APPROVED
    Since 2016-03-11

Branch Locations

8044 Montgomery Road Suite 700, Cincinnati, OH 45236 • United States

Sarasota, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspiring Ventures, Llc Cincinnati OH 03/2016 Present
  • 03/2016 → Present
    Aspiring Ventures, Llc
    Cincinnati, OH
Previous Registrations
  • 2000-09-13 → 2016-02-02
    Madison Wealth Management
    Cincinnati, OH
Other Businesses

Consultant for Noxsano Inc., Cincinnati Ohio. Not investment related. Start date - March 2023. No time devoted during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-28
  • S65 Uniform Investment Adviser Law Examination
    2000-12-28
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Cincinnati, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor