Brian Frew has been an investment adviser representative at BXM Wealth since January 2025, and is not listed among the firm’s executive officers or direct owners.
BXM Wealth LLC is an Englewood, CO firm with $231M under management, 61 clients and 5 advisers across 4 offices, as of its September 2026 filing.
Brian Frew is Sr Financial Advisor at BXM Wealth. He brings over 26 years of financial services experience and has worked to find investment solutions for small businesses, corporate entities, philanthropic organizations, and high net worth individuals.
Brian Frew’s longest registration was 21 years at Charles Schwab & Co., Inc. (2003–2024). Before joining BXM Wealth in 2025, Brian Frew was registered through Charles Schwab & Co., Inc. and American Express Financial Advisors, Inc.
- Charles Schwab & Co., Inc.– · 21 yearsColorado Springs, CO · Adviser representative · Firm CRD 5393
- American Express Financial Advisors, Inc.– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Brian Frew is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2025; the most recent is Texas, in February 2026.
- ColoradoSince 2 January 2025
- TexasResidentSince 2 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 7 September 2001 |
| Series 66 | Uniform Combined State Law Examination | 5 September 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Brian John Frew
- CRD
- 4008361
- Firm
- BXM Wealth · CRD 332544
- Office
- Parker, CO
- Registration
- Investment adviser registration
- In the industry since
- December 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bxmwealth.com
Where does Brian Frew work?
Brian Frew is an investment adviser representative registered through BXM Wealth LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brian Frew a financial advisor?
Yes. Brian Frew has a current investment-adviser registration in Colorado and Texas, through BXM Wealth since January 2025.
How many years of experience does Brian Frew have?
Brian Frew has 24 years in the financial industry, since December 2001, across 3 adviser firms.
What exams has Brian Frew passed?
Brian Frew has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in September 2000. FINRA credited Brian Frew with the SIE, which began in October 2018.
Where did Brian Frew work before BXM Wealth?
Before BXM Wealth, Brian Frew was registered through Charles Schwab & Co., Inc., May 2003 to December 2024; American Express Financial Advisors, Inc., October 2001 to April 2003.
Where is Brian Frew based?
Brian Frew’s registered office is in Parker, CO.
Is Brian Frew registered with FINRA?
No. Brian Frew has no current broker registration.
How can I verify Brian Frew’s record?
Search CRD 4008361 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Frew’s full registration record.