Ian Brick has been an investment adviser representative at Brick & Kyle Associates since October 2023, and is not listed among the firm’s executive officers or direct owners.
Brick & Kyle Associates Inc is a Newtown, PA firm with $492M under management, 427 clients and 3 advisers in one office, as of its April 2026 filing.
- Brick & Kyle Associates IncCurrent– present · 3 yearsNewtown, PA · Adviser representative · Firm CRD 107771
Investment adviser representative registrations
Ian Brick is registered as an investment adviser representative in 2 states. The first approvals date from October 2023; the most recent is New Jersey, in December 2023.
- New JerseySince 19 December 2023
- PennsylvaniaSince 5 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ian Alexander Brick
- CRD
- 7792878
- Firm
- Brick & Kyle Associates · CRD 107771
- Office
- 905 MT EYRE RD, Newtown, PA 18940
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Ian Brick work?
Ian Brick is an investment adviser representative registered through Brick & Kyle Associates Inc since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Ian Brick a financial advisor?
Yes. Ian Brick has a current investment-adviser registration in New Jersey and Pennsylvania, through Brick & Kyle Associates since October 2023.
How many years of experience does Ian Brick have?
Ian Brick has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Ian Brick passed?
Ian Brick passed the Series 65 in October 2023.
Where is Ian Brick based?
Ian Brick’s registered office is in Newtown, PA.
Is Ian Brick registered with FINRA?
No. Ian Brick has no current broker registration.
How can I verify Ian Brick’s record?
Search CRD 7792878 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian Brick’s full registration record.