# BRIAN LEWIS YATES

BRIAN LEWIS YATES is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with ASSET ONE WEALTH MANAGEMENT, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ASSET ONE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/336350) | 2026-04-03 | present | Yes |
| [PITTSBURGH FINANCIAL PLANNERS, INC.](https://search.stillhousedata.com/firm/14155) | 2016-05-27 | 2026-03-17 | — |
| [MUHLENKAMP & CO INC](https://search.stillhousedata.com/firm/110787) | 2009-11-16 | 2016-05-26 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-08-02 | 2005-02-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2386154)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2386154.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.