Brian Rezny has been Owner/President/Chief Compliance Officer of Rezny Wealth Management since May 1992, is a control person of the firm and directly owns 75% or more of it.
Rezny Wealth Management, Inc. is a Fort Myers, FL firm with $576M under management, 275 clients and 2 advisers across 3 offices, as of its July 2026 filing.
- – present · 28 yearsFort Myers, FL · Adviser representative · Firm CRD 109638
Investment adviser representative registrations
Brian Rezny is registered as an investment adviser representative in 4 states. The first approvals date from October 1997; the most recent is Texas, in October 2024.
- FloridaSince 6 April 2009
- IllinoisSince 29 October 1997
- LouisianaSince 24 November 2015
- TexasSince 25 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 11 June 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 September 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 August 1991 |
| Series 7 | General Securities Representative Examination | 20 February 1988 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Charles Rezny
- CRD
- 1799205
- Firm
- Rezny Wealth Management · CRD 109638
- Role
- Owner/President/Chief Compliance Officer
- Office
- 5237 SUMMERLIN COMMONS BLVD, SUITE 206, Fort Myers, FL 33907
- Registration
- Investment adviser registration
- In the industry since
- October 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Rezny work?
Brian Rezny has been Owner/President/Chief Compliance Officer of Rezny Wealth Management, Inc. since May 1992, and is a control person of the firm.
Is Brian Rezny a financial advisor?
Yes. Brian Rezny has a current investment-adviser registration in Florida, Illinois, Louisiana and Texas, through Rezny Wealth Management since October 1997.
How many years of experience does Brian Rezny have?
Brian Rezny has 28 years in the financial industry, since October 1997, across 1 adviser firm.
What exams has Brian Rezny passed?
Brian Rezny has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in February 1988.
Where is Brian Rezny based?
Brian Rezny’s registered office is in Fort Myers, FL.
Is Brian Rezny registered with FINRA?
No. Brian Rezny has no current broker registration.
How can I verify Brian Rezny’s record?
Search CRD 1799205 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Rezny’s full registration record.