Brian Lindberg has been an investment adviser representative at Fitzwilliams Wealth Management since June 2021, and is not listed among the firm’s executive officers or direct owners.
Fitzwilliams Wealth Management Inc. is a Chesapeake, VA firm with $124M under management, 634 clients and 6 advisers across 5 offices, as of its September 2026 filing.
Brian Lindberg is Chief Investment Officer of Fitzwilliams Financial. He focuses on building retirement income and legacy planning strategies for clients. He entered the financial services industry in 2016 and is a Navy veteran who served as Aviation Electrician 2nd Class.
Brian Lindberg’s longest registration is the current one, 5 years at Fitzwilliams Wealth Management since 2021. Before joining Fitzwilliams Wealth Management in 2021, Brian Lindberg was registered through Ae Wealth Management, LLC.
- – present · 5 yearsChesapeake, VA · Adviser representative · Firm CRD 312192
- Ae Wealth Management, LLC– · 2 yearsChesapeake, VA · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Brian Lindberg is registered as an investment adviser representative in 6 states. The first approvals date from June 2021; the most recent is Louisiana, in January 2025.
- FloridaSince 29 July 2022
- LouisianaSince 9 January 2025
- North CarolinaSince 23 November 2022
- PennsylvaniaSince 9 May 2024
- TexasSince 7 September 2021
- VirginiaSince 1 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Joseph Lindberg
- CRD
- 7060911
- Firm
- Fitzwilliams Wealth Management · CRD 312192
- Office
- 860 GREENBRIER CIRCLE, SUITE 101, Chesapeake, VA 23320
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fitzwilliamsfinancial.com
Where does Brian Lindberg work?
Brian Lindberg is an investment adviser representative registered through Fitzwilliams Wealth Management Inc. since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Brian Lindberg a financial advisor?
Yes. Brian Lindberg has a current investment-adviser registration in Florida, Louisiana, North Carolina, Pennsylvania, Texas and Virginia, through Fitzwilliams Wealth Management since June 2021.
How many years of experience does Brian Lindberg have?
Brian Lindberg has 7 years in the financial industry, since February 2019, across 2 adviser firms.
What exams has Brian Lindberg passed?
Brian Lindberg passed the Series 65 in December 2018.
Where did Brian Lindberg work before Fitzwilliams Wealth Management?
Before Fitzwilliams Wealth Management, Brian Lindberg was registered through Ae Wealth Management, LLC, January 2019 to April 2021.
Where is Brian Lindberg based?
Brian Lindberg’s registered office is in Chesapeake, VA.
Is Brian Lindberg registered with FINRA?
No. Brian Lindberg has no current broker registration.
How can I verify Brian Lindberg’s record?
Search CRD 7060911 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Lindberg’s full registration record.
Timothy FitzwilliamsChief Executive Officer- Leila ShaverChief Compliance Officer