Brian William Gilroy

Employer firm

Confidence Wealth Management, Inc. CRD 127383

$454M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2014 → 08/2017
  Fidelity Brokerage Services Llc
  New York, NY
• 08/2017 → 08/2023
  E*Trade Securities Llc
  New York, NY
• 08/2017 → 08/2023
  E*Trade Capital Management Llc
  New York, NY
• 03/2023 → 08/2023
  Morgan Stanley
  New York, NY
• 09/2023 → 07/2024
  Unemployed
  St. Augustine, FL
• 08/2024 → 10/2024
  Financial Engines Advisors, L.L.C.
  Santa Clara, CA
• 10/2024 → Present
  Confidence Wealth Management
  Henderson, NV

Previous Registrations

• 2024-08-08 → 2024-11-13
  Edelman Financial Engines
  St. Augustine, FL
• 2017-08-25 → 2023-08-18
  Harrisdirect Llc
  New York, NY
  Arlington, VA
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-08-24
• S65 Uniform Investment Adviser Law Examination
  2014-04-02
• S63 Uniform Securities Agent State Law Examination
  2012-05-10

Designations

• Certified Financial Planner