Brian Patrick Gleason

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 10/2022
  Prospera Financial Services
  Dallas, TX
• 10/2022 → Present
  Raymond James Financial Services, Inc
  Lancaster, PA
• 10/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Lancaster, PA
• 10/2022 → Present
  Fulton Bank
  York, PA

Previous Registrations

• 2016-08-31 → 2022-10-30
  Prospera Financial Services, Inc.
  Harrisburg, PA
• 2007-04-19 → 2016-08-31
  Wells Fargo Clearing Services, Llc
  Harrisburg, PA
  Lemoyne, PA
• 2005-08-10 → 2006-07-03
  Invesmart Advisors Inc
  Mechanicsburg, PA
• 2005-04-01 → 2005-06-29
  Pnc Wealth Management Llc
  Enola, PA
• 2003-06-30 → 2003-12-19
  Ameriprise Financial Services, Llc
  Camp Hill, PA

Other Businesses

(1)Name of Business: Fulton Financial Advisors Address: 30 South George Street, York, PA, 17401, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager/Brokerage Compliance Officer

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-22
• S63 Uniform Securities Agent State Law Examination
  1997-11-06