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Brian Raymond Bies

Silvercrest Asset Management Group LLC

New York, NY

Milwaukee, WI

CRD 2457017

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Employer firm

Silvercrest Asset Management Group LLC CRD 118333

$28.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Silvercrest Asset Management Group Llc

1330 Avenue Of The Americas 38Th Floor, New York, NY 10019-5400 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-05-04
WI RA APPROVED 2019-08-08
  • TX RA
    APPROVED_RES
    Since 2020-05-04
  • WI RA
    APPROVED
    Since 2019-08-08

Branch Locations

1330 Avenue Of The Americas 38Th Floor, New York, NY 10019-5400 • United States

825 N Jefferson St Suite 400, Milwaukee, WI 53202 • 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
Cortina Asset Management, Llc Milwaukee WI 04/2004 06/2019
Silvercrest Asset Management Group Llc New York NY 07/2019 Present
Previous Registrations
  • 2004-06-17 → 2019-07-30
    Cortina Asset Management, Llc
    Milwaukee, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-09-19
S65 Uniform Investment Adviser Law Examination 1995-09-26
  • S63 Uniform Securities Agent State Law Examination
    2011-09-19
  • S65 Uniform Investment Adviser Law Examination
    1995-09-26

View on SEC IAPD

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