Brian Adam Zeid

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → Present
  Wells Fargo Advisors Financial Network, Llc
  Beachwood, OH

Previous Registrations

• 2009-06-01 → 2016-08-25
  Morgan Stanley
  Beachwood, OH
  Pepper Pike, OH
• 2008-05-23 → 2009-06-01
  Morgan Stanley & Co. Llc
  Beachwood, OH
• 2000-10-10 → 2008-06-09
  Ubs Financial Services Inc.
  Beachwood, OH
  Pepper Pike, OH

Other Businesses

AVALON REALTY ENTERPRISES LLC, INV RELATED, WESTLAKE, OH, 33% OWNER, START: 4/2005, 0 HOURS, NO DUTIES.| AVALON MANAGEMENT COMPANY, INV RELATED, BEACHWOOD, OH, 50% OWNER, START: 12/2013, 0 HOURS, NO DUTIES.| BZ INVESTMENT SERVICES LLC; INV. RELATED; BEACHWOOD, OH; START DATE 8/2016; 160 HRS PER MONTH; 8-10 HRS DURING TRADING.| AFFINITY WHOLE HEALTH COLUMBUS, NOT INVT RELATED, POWELL, OH, 50% OWNERSHIP, START DATE 8/1/2017, 0 HRS PER MONTH, 0 HRS DURING TRADING, HORMONE REPLACEMENT MEDICAL CLIENT, PARTIAL OWNER.| AFFINITY PHYSICIAN NETWORK, NOT INVT RELATED, VALLEY VIEW, OH, 50% OWNERSHIP, START DATE 8/1/2018, 0 HRS PER MONTH, 0 HRS DURING TRADING, PHYSICIAN NETWORK FOR HORMONE THERAPY PROVIDERS, PARTIAL OWNER.| CORE PHARMACY, LLC, NOT INVT RELATED, VALLEY VIEW, OH, 50% OWNERSHIP, START DATE 8/1/2018, 0 HRS PER MONTH, 0 HRS DURING TRADING, COMPOUND PHARMACY FOR DISPENSING OF A SELECT FEW HORMONE THERAPY PRESCRIPTIONS, PARTIAL OWNER.| AFFINITY WHOLE HEALTH INDIANAPOLIS, NOT INVT RELATED, CARMEL, IN, 50% OWNERSHIP, START DATE 10/1/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, BRICK AND MORTAL MEDICAL CLINIC PROVIDING HORMONE REPLACEMENT THERAPY SERVICES, PARTIAL OWNER.| AFFINITY WHOLE HEALTH CHICAGO, LLC, NOT INVT RELATED, OAK BROOK, IL, 50% OWNERSHIP, START DATE 11/1/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, HEALTHCARE MANAGEMENT COMPANY. PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV RELATED; SARASOTA, FL; FINANCIAL ADVISOR; START DATE 12/1/2024; 8 HOURS PER MONTH; 8 DURING TRADING; INSURANCE PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  1999-08-26

Other Names

• Brian A Zeid