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Brian Anthony Voss

Voss Wealth Management

Endicott, NY

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Current Employers
Voss Wealth Management

31 Adams Ave., Suite 3C, Endicott, NY 13760 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-15
  • NY RA
    APPROVED
    Since 2026-05-15

Branch Locations

31 Adams Ave., Suite 3C, Endicott, NY 13760 • 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
Lpl Financial Llc Norwich NY 05/2003 05/2026
Nbt Capital Management Inc. Johnson City NY 03/2020 05/2026
Voss Wealth Management Endicott NY 05/2026 Present
Previous Registrations
  • 2007-05-10 → 2026-06-04
    Montrose, PA
    Shavertown, PA
    Norwich, NY
    Norwich, NY
    Oxford, NY
    Lake Placid, NY
    Massena, NY
    Norwich, NY
    Norwich, NY
    Bartonsville, PA
    Herkimer, NY
    Middleville, NY
    Whitesboro, NY
    Susquehanna, PA
    South Otselic, NY
    Earlville, NY
    New Milford, PA
    Sherburne, NY
    Mountaintop, PA
    Kingston, PA
    Potsdam, NY
    Plattsburgh, NY
    Mount Pocono, PA
    Dickson City, PA
    Ellenburg Depot, NY
    Saranac Lake, NY
    Marshalls Creek, PA
    Kingsley, PA
    Bartonsville, PA
    Marshalls Creek, PA
    Johnson City, NY
  • 2020-06-24 → 2026-05-29
    Norwich, NY
    Norwich, NY
Other Businesses

1. 11/13/2008: DOLLARS FOR SCHOLARS - NOT INV REL - Non-Profit Board Member - 1% OF TIME SPENT - 1 OF 10 BOARD MEMBERS. COORDINATE SCHOLARSHIP SCORNING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-28
S63 Uniform Securities Agent State Law Examination 2002-11-14
  • S65 Uniform Investment Adviser Law Examination
    2019-06-28
  • S63 Uniform Securities Agent State Law Examination
    2002-11-14
Other Names
  • Brian A Voss

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