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Brian James Ward

Wealthcare Advisory Partners LLC

West Chester, PA

Middletown, DE

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Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-05-01
  • DE RA
    APPROVED
    Since 2024-05-01

Branch Locations

1065 Andrew Drive, West Chester, PA 19380 • United States

111 W. Main Street Suite 200, Middletown, DE 19709 • 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
Chartwell Investment Partners, Llc Berwyn PA 06/2007 09/2023
Carillon Fund Distributors, Inc. Middletown DE 06/2022 10/2023
Chartwell Tsc Securities Corp. Pittsburgh PA 04/2017 06/2022
Wealthcare Advisory Partners Llc Dba Wealthcare Mid-Atlantic Middletown DE 04/2025 Present
Eagle Global Advisors Houston TX 11/2023 12/2024
Wealthcare Advisory Partners Llc Dba Longford Wealth Management Middleton DE 05/2024 03/2025
  • 06/2007 → 09/2023
    Chartwell Investment Partners, Llc
    Berwyn, PA
  • 06/2022 → 10/2023
    Carillon Fund Distributors, Inc.
    Middletown, DE
  • 04/2017 → 06/2022
    Chartwell Tsc Securities Corp.
    Pittsburgh, PA
  • 04/2025 → Present
    Wealthcare Advisory Partners Llc Dba Wealthcare Mid-Atlantic
    Middletown, DE
  • 11/2023 → 12/2024
    Eagle Global Advisors
    Houston, TX
  • 05/2024 → 03/2025
    Wealthcare Advisory Partners Llc Dba Longford Wealth Management
    Middleton, DE
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-10-28
  • S63 Uniform Securities Agent State Law Examination
    2022-10-28
Designations

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
KEY FINANCIAL, INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
FINANCIAL COACH
PGIM INVESTMENTS LLC

Other Investors

STEPHEN VINCENT MCGUIRE
SMITHA THOMAS
TODD ANTHONY SCORZAFAVA
HENRY JOHN SAUR
JAMES JOSEPH KRAUSE
Stefan Nensala
Charles Dan Gray
Douglas Edward Grom

Other Offices

WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
KEY FINANCIAL, INC. · WEST CHESTER, PA
TRUIST ADVISORY SERVICES, INC. · WEST CHESTER, PA
WELLS FARGO CLEARING SERVICES, LLC · WEST CHESTER, PA
FINANCIAL COACH · WEST CHESTER, PA

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