Wesley McBratney has been an investment adviser representative at The Retirement Solution since May 2022, and is not listed among the firm’s executive officers or direct owners.
The Retirement Solution LLC is a Redmond, WA firm with $699M under management, 824 clients and 15 advisers across 5 offices, as of its May 2026 filing.
Wesley McBratney’s longest registration is the current one, 4 years at The Retirement Solution since 2022. Before joining The Retirement Solution in 2022, Wesley McBratney was registered through Edward Jones and Equitable Advisors, LLC.
- The Retirement Solution LLCCurrent– present · 4 yearsRedmond, WA · Adviser representative · Firm CRD 148106
- Edward Jones– · under a yearLynnwood, WA · Adviser representative · Firm CRD 250
- Equitable Advisors, LLC– · under a yearBellevue, WA · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Wesley McBratney is registered as an investment adviser representative in Washington, since May 2022.
- WashingtonSince 5 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 August 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 November 2019 |
| Series 7TO | General Securities Representative Examination | 12 November 2019 |
| SIE | Securities Industry Essentials Examination | 11 October 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Wesley Robert McBratney
- CRD
- 7183874
- Firm
- The Retirement Solution · CRD 148106
- Office
- 18300 REDMOND WAY, SUITE 250, Redmond, WA 98052
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Wesley McBratney work?
Wesley McBratney is an investment adviser representative registered through The Retirement Solution LLC since May 2022, and is not listed among the firm’s executive officers or direct owners.
Is Wesley McBratney a financial advisor?
Yes. Wesley McBratney has a current investment-adviser registration in Washington, through The Retirement Solution since May 2022.
How many years of experience does Wesley McBratney have?
Wesley McBratney has 6 years in the financial industry, since January 2020, across 3 adviser firms.
What exams has Wesley McBratney passed?
Wesley McBratney has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in October 2019.
Where did Wesley McBratney work before The Retirement Solution?
Before The Retirement Solution, Wesley McBratney was registered through Edward Jones, July 2021 to March 2022; Equitable Advisors, LLC, September 2020 to July 2021.
Where is Wesley McBratney based?
Wesley McBratney’s registered office is in Redmond, WA.
Is Wesley McBratney registered with FINRA?
No. Wesley McBratney has no current broker registration.
How can I verify Wesley McBratney’s record?
Search CRD 7183874 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wesley McBratney’s full registration record.
- Thomas BlackPresident, Financial Planner
- Brian PetraitisChief Compliance Officer
James BlackCEO, Financial Planner