Brian Stephenson has been Co-Founder and Chief Compliance Officer of Holos Integrated Wealth since December 2015, is a control person of the firm and directly owns between 50% and 75% of it.
Holos Integrated Wealth, LLC is a Kennett Square, PA firm with $233M under management, 225 clients and 3 advisers in one office, as of its February 2026 filing.
Brian Stephenson is a Founding Partner of Holos Integrated Wealth. He is responsible for the Private Wealth Management experience, which provides investment consulting and wealth management for the firm's clients through financial planning, asset allocation, investment screening and portfolio rebalancing. He started his career in 1996, and in 2015 he joined David Matulewicz in forming the firm.
Brian Stephenson’s longest registration was 6 years at Wells Fargo Advisors, LLC (2009–2016). Before joining Holos Integrated Wealth in 2024, Brian Stephenson was registered through Arkadios Wealth Advisors and Triad Hybrid Solutions, LLC.
- Holos Integrated WealthCurrent– present · 2 yearsKennett Square, PA · Adviser representative · Firm CRD 329884
- Arkadios Wealth Advisors– · 3 yearsKennett Square, PA · Adviser representative · Firm CRD 288863
- Triad Hybrid Solutions, LLC– · 4 yearsExton, PA · Adviser representative · Firm CRD 171070
- Wells Fargo Advisors, LLC– · 6 yearsWayne, PA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Brian Stephenson is registered as an investment adviser representative in Pennsylvania, since March 2024.
- PennsylvaniaSince 18 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 July 2016 |
| Series 31 | Futures Managed Funds Examination | 16 March 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 July 1997 |
| Series 7 | General Securities Representative Examination | 24 June 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Jeffry Stephenson
- CRD
- 2734808
- Firm
- Holos Integrated Wealth · CRD 329884
- Role
- Co-Founder and Chief Compliance Officer
- Office
- 224 EAST STREET RD., OFFICE B2AB, Kennett Square, PA 19348
- Registration
- Investment adviser registration
- In the industry since
- June 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- holosiw.com
Where does Brian Stephenson work?
Brian Stephenson has been Co-Founder and Chief Compliance Officer of Holos Integrated Wealth, LLC since December 2015, and is a control person of the firm.
Is Brian Stephenson a financial advisor?
Yes. Brian Stephenson has a current investment-adviser registration in Pennsylvania, through Holos Integrated Wealth since March 2024.
How many years of experience does Brian Stephenson have?
Brian Stephenson has 29 years in the financial industry, since June 1997, across 4 adviser firms.
What exams has Brian Stephenson passed?
Brian Stephenson has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in June 1997. FINRA credited Brian Stephenson with the SIE, which began in October 2018.
Where did Brian Stephenson work before Holos Integrated Wealth?
Before Holos Integrated Wealth, Brian Stephenson was registered through Triad Hybrid Solutions, LLC, January 2016 to July 2020; Wells Fargo Advisors, LLC, May 2009 to January 2016.
Where is Brian Stephenson based?
Brian Stephenson’s registered office is in Kennett Square, PA.
Is Brian Stephenson registered with FINRA?
No. Brian Stephenson has no current broker registration.
How can I verify Brian Stephenson’s record?
Search CRD 2734808 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Stephenson’s full registration record.