Brian Alan Sirota

Employer firm

Firstrust CRD 111800

$250M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 06/2016 → 03/2018
  Camarda Wealth Advisory Group
  Fleming Island, FL
• 03/2018 → 07/2018
  Liberty Partners Capital Management Llc
  Bakersfield, CA
• 07/2018 → 08/2018
  Atlantic Wealth Partners
  Jupiter, FL
• 08/2018 → 12/2018
  N/A
  Palm Beach Gardens, FL
• 12/2018 → 03/2019
  Cary Stamp & Company
  Tequesta, FL
• 03/2019 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2019 → Present
  Cary Stamp & Company
  Tequesta, FL

Previous Registrations

• 2019-03-22 → 2020-05-05
  Commonwealth Financial Network
  Jupiter, FL
• 2018-08-14 → 2018-08-17
  Atlantic Wealth Partners, Llc
  Jupiter, FL
• 2018-03-23 → 2018-07-16
  Modern Capital Advisors, Llc
  Palm Beach Gardens, FL
  Jacksonville, FL
  Raleigh, NC
• 2016-07-28 → 2018-03-26
  Camarda Wealth Advisory Group
  Fleming Island, FL
• 2015-09-10 → 2015-11-27
  Harrisdirect Llc
  Orlando, FL
  Arlington, VA
• 2013-10-24 → 2015-07-13
  Strategic Advisers Llc
  Jacksonville, FL
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-10-21
• S63 Uniform Securities Agent State Law Examination
  2012-10-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant