Brian Coombs has been Managing Partner and Chief Compliance Officer of Coombs Wealth Advisory since August 2015, is a control person of the firm and directly owns 75% or more of it.
Coombs Wealth Advisory, LLC is a Blue Bell, PA firm with $140M under management, 18 clients and 2 advisers in one office, as of its February 2026 filing.
- Coombs Wealth Advisory, LLCCurrent– present · 11 yearsBlue Bell, PA · Adviser representative · Firm CRD 281132
Investment adviser representative registrations
Brian Coombs is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2015; the most recent is Texas, in October 2016.
- PennsylvaniaSince 9 September 2015
- TexasResidentSince 13 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 August 2009 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian C. Coombs
- CRD
- 5687480
- Firm
- Coombs Wealth Advisory · CRD 281132
- Role
- Managing Partner and Chief Compliance Officer
- Office
- 490 NORRISTOWN ROAD, SUITE 250, Blue Bell, PA 19422
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Coombs work?
Brian Coombs has been Managing Partner and Chief Compliance Officer of Coombs Wealth Advisory, LLC since August 2015, and is a control person of the firm.
Is Brian Coombs a financial advisor?
Yes. Brian Coombs has a current investment-adviser registration in Pennsylvania and Texas, through Coombs Wealth Advisory since September 2015.
How many years of experience does Brian Coombs have?
Brian Coombs has 11 years in the financial industry, since September 2015, across 1 adviser firm.
What exams has Brian Coombs passed?
Brian Coombs has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in August 2009.
Where is Brian Coombs based?
Brian Coombs’ registered office is in Blue Bell, PA.
Is Brian Coombs registered with FINRA?
No. Brian Coombs has no current broker registration.
How can I verify Brian Coombs’ record?
Search CRD 5687480 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Coombs’ full registration record.