Brooke Weise

Current Employers

Employment History

• 04/2019 → 07/2020
  Haviland & Sams, Llc
  Farmington, CT
• 09/2018 → 04/2019
  Unemployed
  Middlebury, CT
• 10/2017 → 09/2018
  Weise Choice Christmas Decor, Llc
  Middlebury, CT
• 01/2012 → 09/2018
  Weise Choice Tree Services, Llc
  Middlebury, CT
• 10/2020 → 10/2023
  Avantax Advisory Services
  Southbury, CT
• 08/2020 → 10/2023
  Bedard & Company Pc
  Southbury, CT
• 08/2020 → 10/2023
  Avantax Investment Services, Inc.
  Southbury, CT
• 10/2023 → 03/2024
  Lpl Financial Llc
  Middlebury, CT
• 02/2026 → Present
  Weise Financial Wellness, Llc
  Middlebury, CT
• 07/2024 → 03/2025
  Ellevest
  New York, NY
• 04/2025 → Present
  Grady & Riley, Llp
  Woodbury, CT
• 04/2024 → 10/2024
  Weise Financial Wellness, Llc
  Middlebury, CT

Previous Registrations

• 2024-08-16 → 2025-04-07
  Ellevest
  Middlebury, CT
  New York, NY
• 2023-10-26 → 2024-03-12
  Lpl Financial Llc
  Middlebury, CT
  Fort Mill, SC
• 2020-10-16 → 2023-10-16
  Avantax Advisory Services
  Southbury, CT
  Dallas, TX
• 2019-07-06 → 2020-08-05
  Haviland & Sams, Llc
  Farmington, CT

Other Businesses

Brooke Weise is currently employed as an Attorney for the law firm of Grady & Riley, LLP. In this role, Brooke Weise provides legal assistance to individuals, families, and businesses located in Connecticut. Her practice areas include estate planning, long term care planning, residential & commercial real estate, and business transactions. This activity accounts for approximately 80% of her time during trading hours and is not investment-related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-11-01
• S65 Uniform Investment Adviser Law Examination
  2019-07-06

Designations

Other Names

• Brooke Whiteley
• Brooke Weise
• Brooke Martin Whiteley
• Brooke W Weise
• Brooke Whiteley Weise