Brianna Christine Mcclain

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 03/2011 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2011 → 06/2024
  Equitable Advisors, Llc
  New York, NY
• 06/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 06/2024 → Present
  Cetera Investment Advisers Llc
  Edina, MN

Previous Registrations

• 2011-08-25 → 2024-06-27
  Equitable Advisors, Llc
  Minneapolis, MN
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

1. OWNER OF GREY DUCK WEALTH MANAGEMENT; DBA FOR CETERA BUSINESS

Exams

• S66 Uniform Combined State Law Examination
  2011-02-19

Other Names

• Brianna Mcclain
• Brianna Mcclain-Mann
• Brianna Christine Mcclain-Mann