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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043
(703) 5060843

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About Egan, Berger and Weiner, LLC

Associates of Egan, Berger & Weiner, LLC focuses on financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life's financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.

General Information

Firm Start Year

2003

No.of Employees

10-19

CRD#

2207998

Name of Broker/Dealer

Voya Financial Advisors

Name of Custodial Firm

Pershing

States Licensed in

VA and 35 other states see FINRA report

Years of Experience in Financial Services

23

Number of Years with Current Firm

11

I work with the following types of clients

Individual Investors

Services

Investment Types

Commodities, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, At your office, At my office, Via email

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, CFP®, Accredited Investment Fiduciary® (AIF)

Securities Licenses

Series 7, Series 6, Series 26, Series 63, Series 65

Insurance and Annuity Licenses

Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Financial Organization Memberships

Financial Planning Association (FPA), Paladin Registry

Firm Information

Assets Managed by Firm

$425,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K and up

Compensation Methods

Based on Assets

Disclosures

http://www.ebwllc.com/pages/disclaimer.asp

Disclaimer

Securities and investment advisory services offered through Voya Financial Advisors, Inc, member, SIPC. Egan, Berger & Weiner is not a subsidiary of nor controlled by Voya Financial Advisors. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative may only transact business in a particular state after licensure or upon satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s Broker/Dealer, Registered Investment Adviser, or Registered Representative or Investment Adviser Representative requirements, as the case may be, and follow-up individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative that involve either the effecting or attempting-to-effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative, a consumer should contact his or her stated securities law administrator. CFPTM and Certified Financial Planner are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Investment products and services from this representative(s) available only to residents of Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Idaho Illinois Iowa Kentucky Maine Maryland Massachusetts Michigan Minnesota Missouri New Hampshire New Jersey New Mexico New York North Carolina Oklahoma Oregon Pennsylvania South Carolina South Dakota Texas Utah Virginia Washington West Virginia Privacy & Other Important Disclosures