Brian William Halbert is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with HALBERT WEALTH MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| HALBERT WEALTH MANAGEMENT, INC. | 2025-07-21 | present | Yes |
| WORLD INVESTMENT ADVISORS, LLC | 2018-07-16 | 2025-07-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-05-06 | 2018-07-16 | — |