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Brook Richard Hart

Presilium Private Wealth, LLC

Radnor, PA

CRD 6712771

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Employer firm

Presilium Private Wealth, LLC CRD 318345

$672M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Presilium Private Wealth, Llc

150 North Radnor Chester Road Ste F110, Radnor, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-28
PA RA APPROVED 2022-04-01
  • TX RA
    APPROVED
    Since 2022-06-28
  • PA RA
    APPROVED
    Since 2022-04-01

Branch Locations

150 North Radnor Chester Road Ste F110, Radnor, PA 19087 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 09/2016 04/2022
Bank Of America, N.A. Philadelphia PA 03/2017 04/2022
Presilium Private Wealth Llc Radnor PA 04/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-29
  • S66 Uniform Combined State Law Examination
    2016-12-29
Designations
  • Certified Financial Planner
Other Names
  • Brook R Hart
  • Brook Hart

View on SEC IAPD

Nearby Firms

NORDWAND ADVISORS
MCADAM LLC
ALTERRA IOS MANAGER, LLC

Nearby Investors

GERALD JOSHUA KANE
CHRISTOPHER MICHAEL BOYLE
DOUGLAS HENRY DELONG

Nearby Offices

NORDWAND ADVISORS · RADNOR, PA
MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA

More in Radnor, PA

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