Brook Hart has been Chief Compliance Officer & Chief Operating Officer of Presilium Private Wealth since April 2022, is a control person of the firm and directly owns between 10% and 25% of it. Brook Hart holds a Bachelor's degree in Political Science from Yale University.
Presilium Private Wealth, LLC is a Radnor, PA firm with $672M under management, 380 clients and 3 advisers in one office, as of its July 2026 filing.
Brook Hart is President and Chief Compliance Officer of Presilium Private Wealth. He has worked with multi-generational families since 2016 and works with business owners on building enterprise value and planning an exit. He began his wealth management career at Merrill Lynch in 2016, where he worked with Jerry Davidse, before they launched Presilium Private Wealth in 2022.
Brook Hart’s longest registration was 5 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2017–2022). Before joining Presilium Private Wealth in 2022, Brook Hart was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 4 yearsRadnor, PA · Adviser representative · Firm CRD 318345
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsPhiladelphia, PA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Brook Hart is registered as an investment adviser representative in 2 states. The first approvals date from April 2022; the most recent is Texas, in June 2022.
- PennsylvaniaSince 1 April 2022
- TexasSince 28 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 December 2016 |
| Series 7 | General Securities Representative Examination | 16 November 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brook Richard Hart
- CRD
- 6712771
- Firm
- Presilium Private Wealth · CRD 318345
- Role
- Chief Compliance Officer & Chief Operating Officer
- Office
- 150 NORTH RADNOR CHESTER ROAD, STE F110, Radnor, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- presiliumpw.com
Where does Brook Hart work?
Brook Hart has been Chief Compliance Officer & Chief Operating Officer of Presilium Private Wealth, LLC since April 2022, and is a control person of the firm.
Is Brook Hart a financial advisor?
Yes. Brook Hart has a current investment-adviser registration in Pennsylvania and Texas, through Presilium Private Wealth since April 2022.
How many years of experience does Brook Hart have?
Brook Hart has 9 years in the financial industry, since November 2016, across 2 adviser firms.
What exams has Brook Hart passed?
Brook Hart has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2016. FINRA credited Brook Hart with the SIE, which began in October 2018.
Where is Brook Hart based?
Brook Hart’s registered office is in Radnor, PA.
Is Brook Hart registered with FINRA?
No. Brook Hart has no current broker registration.
How can I verify Brook Hart’s record?
Search CRD 6712771 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brook Hart’s full registration record.
