Callie Brooks has been an investment adviser representative at And Wealth Partners since September 2023, and is not listed among the firm’s executive officers or direct owners.
And Wealth Partners, LLC is a Baltimore, MD firm with $508M under management, 103 clients and 3 advisers across 2 offices, as of its February 2026 filing.
- &wealth PartnersCurrent– present · 3 yearsPort St. Lucie, FL · Adviser representative · Firm CRD 149136
Investment adviser representative registrations
Callie Brooks is registered as an investment adviser representative in Maryland, since September 2023.
- MarylandSince 18 September 2023
Examinations
No examinations are on Callie Brooks’s record.
- CRD
- 7807448
- Firm
- And Wealth Partners · CRD 149136
- Office
- Port St. Lucie, FL
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Callie Brooks work?
Callie Brooks is an investment adviser representative registered through And Wealth Partners, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Callie Brooks a financial advisor?
Yes. Callie Brooks has a current investment-adviser registration in Maryland, through And Wealth Partners since September 2023.
How many years of experience does Callie Brooks have?
Callie Brooks has 3 years in the financial industry, since September 2023, across 1 adviser firm.
Where is Callie Brooks based?
Callie Brooks’ registered office is in Port St. Lucie, FL.
Is Callie Brooks registered with FINRA?
No. Callie Brooks has no current broker registration.
How can I verify Callie Brooks’ record?
Search CRD 7807448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Callie Brooks’ full registration record.