Brian Brelinsky

Brian Brelinsky is a senior investment consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. Since joining the firm in October 2005, he has been providing affiliated advisors with comprehensive solutions to their investment-related questions, assisting them with mutual funds, exchange-traded funds, asset allocation, approved advisory platforms (including our own Preferred Portfolio Services® platform), and overall case design. Brian has his FINRA Series 6, 7, 24, and 65 securities registrations He graduated from the State University of New York at Oswego with a BA in psychology and earned his MBA from the Isenberg School of Management, University of Massachusetts Amherst.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Analyzing Prospective Client Portfolios in 4 Steps

Analyzing Prospective Client Portfolios in 4 Steps

Posted by Brian Brelinsky

August 29, 2018 at 1:30 PM

Here's a scenario I think you'll be familiar with: at the end of a productive meeting, a prospective client hands you a pile of her current investment statements. You haven't yet secured her business, so analyzing these documents will be crucial in convincing the prospect to leave her current advisor. But what's the best way to approach this task?

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Topics: Asset Management & Investing

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