Brian Wotring has been an investment adviser representative at Colonial River Investments since December 2023, and is not listed among the firm’s executive officers or direct owners. Brian Wotring holds a Juris Doctor from the University of Virginia.
Colonial River Investments, LLC is a Midlothian, VA firm with $464M under management, 1,798 clients and 8 advisers across 8 offices, as of its March 2026 filing.
Brian Wotring is Wealth Advisor of Colonial River Wealth Management. Before becoming a Wealth Advisor, he practiced law for seven years, including clerking at the Virginia Supreme Court and practicing business litigation in Virginia and Washington DC. Earlier, he was a Financial Specialist in the United States Army.
Brian Wotring’s longest registration was 4 years at Edward Jones (2019–2023). Before joining Colonial River Investments in 2023, Brian Wotring was registered through Edward Jones.
- – present · 2 yearsAdviser representative · Firm CRD 284839
- Edward Jones– · 4 yearsNorth Chesterfield, VA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Brian Wotring is registered as an investment adviser representative in Virginia, since December 2023.
- VirginiaSince 1 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 February 2019 |
| Series 7TO | General Securities Representative Examination | 12 January 2019 |
| SIE | Securities Industry Essentials Examination | 17 December 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Brian Michael Wotring
- CRD
- 7048562
- Firm
- Colonial River Investments · CRD 284839
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- colonialriver.com
Where does Brian Wotring work?
Brian Wotring is an investment adviser representative registered through Colonial River Investments, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Brian Wotring a financial advisor?
Yes. Brian Wotring has a current investment-adviser registration in Virginia, through Colonial River Investments since December 2023.
How many years of experience does Brian Wotring have?
Brian Wotring has 7 years in the financial industry, since January 2019, across 2 adviser firms.
What exams has Brian Wotring passed?
Brian Wotring has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2018.
Is Brian Wotring registered with FINRA?
Yes. Brian Wotring has a current broker registration, under CRD 7048562.
Source: FINRA BrokerCheck
How can I verify Brian Wotring’s record?
Search CRD 7048562 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Wotring’s full registration record.