Brian Liedstrand has been an investment adviser representative at Selective Wealth Management since May 2014, and is not listed among the firm’s executive officers or direct owners.
Selective Wealth Management, Inc. is a Forest, VA firm with $455M under management, 697 clients and 8 advisers across 7 offices, as of its May 2026 filing.
- – present · 12 yearsHubert, NC · Adviser representative · Firm CRD 164882
Investment adviser representative registrations
Brian Liedstrand is registered as an investment adviser representative in 2 states. Each was approved in May 2014.
- North CarolinaSince 28 May 2014
- VirginiaSince 28 May 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 May 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Thomas Liedstrand
- CRD
- 6339738
- Firm
- Selective Wealth Management · CRD 164882
- Office
- Hubert, NC
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Liedstrand work?
Brian Liedstrand is an investment adviser representative registered through Selective Wealth Management, Inc. since May 2014, and is not listed among the firm’s executive officers or direct owners.
Is Brian Liedstrand a financial advisor?
Yes. Brian Liedstrand has a current investment-adviser registration in North Carolina and Virginia, through Selective Wealth Management since May 2014.
How many years of experience does Brian Liedstrand have?
Brian Liedstrand has 12 years in the financial industry, since May 2014, across 1 adviser firm.
What exams has Brian Liedstrand passed?
Brian Liedstrand passed the Series 65 in May 2014.
Where is Brian Liedstrand based?
Brian Liedstrand’s registered office is in Hubert, NC.
Is Brian Liedstrand registered with FINRA?
No. Brian Liedstrand has no current broker registration.
How can I verify Brian Liedstrand’s record?
Search CRD 6339738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Liedstrand’s full registration record.
