Brian
Gaister
Pennington Partners & Co., LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Gaister is a financial advisor working in Bethesda, Maryland. Gaister is an employee of Pennington Partners & Co., LLC. During their career, Gaister has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Private Client Services, LLC and Pennington Partners & Co., LLC. Gaister maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Maryland. Pennington Partners & Co., LLC is an advisory firm operating out of Bethesda, MD. It has a total of 13 advisors. It administers $2 billion in assets across its 437 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 437 client accounts, 90% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial management usually are based on the services provided. Fees billed by Pennington Partners & Co., LLC most likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Pennington Partners & Co., LLC Brokerage Details
$1,702,085,735
13
437
$3,894,933
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Brian Gaister Work History
Brian has been registered as a financial advisor for 0 years.*
Pennington Partners & Co., LLC
Private Client Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Gaister to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pennington Partners & Co., LLC
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
