# Brian William Halbert

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..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [HALBERT WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/108294) | 2025-07-21 | present | Yes |
| [WORLD INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/208512) | 2018-07-16 | 2025-07-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2014-05-06 | 2018-07-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5164875)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5164875.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.