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Brian Doherty

Investment adviser representative at Darwin Wealth Management in Tampa, FL

Investment adviser registrationUpdated

Brian Doherty is an investment adviser representative at Darwin Wealth Management, LLC, an investment adviser managing $614M, and works from its Tampa, FL office. Brian Doherty has been registered through Darwin Wealth Management since 25 August 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Brian Doherty has been an investment adviser representative at Darwin Wealth Management since August 2025, and is not listed among the firm’s executive officers or direct owners.

Darwin Wealth Management, LLC is a Tampa, FL firm with $614M under management, 835 clients and 6 advisers across 3 offices, as of its July 2026 filing.

  1. – present · 1 year
    Tampa, FL · Adviser representative · Firm CRD 166585

Credentials and registrations

Investment adviser representative registrations

Brian Doherty is registered as an investment adviser representative in Florida, since August 2025.

  • FloridaSince 25 August 2025

Examinations

Series 659 May 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Brian Matthew Doherty
CRD
6671890
Firm
Darwin Wealth Management · CRD 166585
Office
4601 W NORTH A STREET, Tampa, FL 33609-1909
Registration
Investment adviser registration
In the industry since
August 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Brian Doherty work?

Brian Doherty is an investment adviser representative registered through Darwin Wealth Management, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Brian Doherty a financial advisor?

Yes. Brian Doherty has a current investment-adviser registration in Florida, through Darwin Wealth Management since August 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Brian Doherty have?

Brian Doherty has 1 year in the financial industry, since August 2025, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Brian Doherty passed?

Brian Doherty passed the Series 65 in May 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Brian Doherty based?

Brian Doherty’s registered office is in Tampa, FL.

Source: IAPD individual record, checked 24 October 2026

Is Brian Doherty registered with FINRA?

No. Brian Doherty has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Brian Doherty’s record?

Search CRD 6671890 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Doherty’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Darwin Wealth Management

Sources

  1. IAPD individual record, CRD 6671890, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Darwin Wealth Management, LLC, filed 7 July 2026. Executive officers and direct owners; this person is not among them.