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Brian Wee

Homewood Capital Management East LLC

Woodbine, MD

CRD 5166064

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Employer firm

Homewood Capital Management East LLC CRD 289221

$3.30M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Homewood Capital Management East Llc

Woodbine, MD • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
MD RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Woodbine, MD • 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
Homewood Capital Management, Inc. Danville CA 10/2013 10/2018
Homewood Capital Management East Llc Woodbine MD 06/2017 Present
Previous Registrations
Other Businesses

Non-variable insurance - licensed agent, Woodbine, MD. Homewood Capital Management East LLC - Managing Member/CCO, Woodbine, MD Real Estate Agent - Agent, Woodbine, MD Consulting; CEO; investment related: No; 15202 Carrs Mill Rd, Woodbine MD 21797; Brian provides business owners with marketing, and client acquisition strategies. ; Servicing Clients; Start date with business: 2018-10-03; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 10;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-12
  • S66 Uniform Combined State Law Examination
    2006-12-12
Designations
  • Certified Financial Planner
Other Names
  • Brian Sean Wee

View on SEC IAPD

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