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Brian Nicholas Zellers

Econ Wealth Management

Harrisburg, PA

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Current Employers
Econ Wealth Management

4755 Linglestown Road Suite 204, Harrisburg, PA 17112 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2021-03-25
PA RA APPROVED 2020-02-15
  • NH RA
    APPROVED
    Since 2021-03-25
  • PA RA
    APPROVED
    Since 2020-02-15

Branch Locations

4755 Linglestown Road Suite 204, Harrisburg, PA 17112 • 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
Econ Wealth Management Harrisburg PA 10/2019 Present
Central Dauphin School District Harrisburg PA 10/2009 10/2019
  • 10/2019 → Present
    Econ Wealth Management
    Harrisburg, PA
  • 10/2009 → 10/2019
    Central Dauphin School District
    Harrisburg, PA
Other Businesses

Central Dauphin Knights, Baseball Coach, Not Investment Related, No compensation, Approximately 10 hours a month during non-trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-09
  • S65 Uniform Investment Adviser Law Examination
    2019-11-09
Designations

View on SEC IAPD

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Other Offices

SANTANDER SECURITIES LLC · Conshohocken, PA
J.P. MORGAN SECURITIES LLC · Conshohocken, PA
CITIZENS SECURITIES, INC. · CONSHOHOCKEN, PA
CETERA INVESTMENT ADVISERS LLC · CONSHOHOCKEN, PA
LPL FINANCIAL LLC · CONSHOHOCKEN, PA
INDEPENDENCE SQUARE HOLDINGS, LLC · Conshohocken, PA
FIRSTRUST FINANCIAL ADVISORS · CONSHOHOCKEN, PA
EQUITABLE ADVISORS, LLC · CONSHOHOCKEN, PA

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