Brian
Alchermes

Planmember Securities Corporation

CRD#5782541
Investment Advisor
in Farmingville, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Alchermes is a financial advisor based out of Farmingville, New York who has 2 years of industry experience. Alchermes currently works for Planmember Securities Corporation. Throughout their career, they have worked at New York Life Insurance Co, Nylife Securities LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Center For Wealth Preservation, Jp Morgan Chase Bank, Jp Morgan Securities, LLC, Brian Douglas & Associates, Vanderbilt Securities, LLC, Planmember Securities Corporation, Mutual Inc and Bespoke Wealth Management. Alchermes has a Series 63 license, certifying them as a securities broker, and can work in New York. Planmember Securities Corporation is an advisory firm headquartered in Carpinteria, CA. The firm has offices in 350 locations and a total of 459 advisors. It controls $8 billion in assets under management among its 67,968 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 67,968 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules usually are based on the financial services offered. Fees billed by Planmember Securities Corporation can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2410 North Ocean Avenue, Suite 401
Farmingville, NY 11738

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.

Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

NY Average: $7,578,581,321
Total Number of Employees

459

NY Average: 43
Total Number of Accounts

67,968

NY Average: 3,727
Average Account Size

$110,789

NY Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brian Alchermes Work History

Brian has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Planmember Securities Corporation

2019 - Present (5 years)

Mutual Inc

2017 - Present (7 years)

Bespoke Wealth Management

2018 - 2019 (1 year)

Vanderbilt Securities, LLC

2017 - 2018 (1 year)

Jp Morgan Chase Bank

2017 - 2018 (1 year)

Jp Morgan Securities, LLC

2014 - 2017 (3 years)

Mass Mutual Life Insurance Company

2014 - 2017 (3 years)

Mml Investors Services

2014 - 2017 (3 years)

Center For Wealth Preservation

2013 - 2017 (4 years)

Brian Douglas & Associates

2011 - 2014 (3 years)

New York Life Insurance Co

2011 - 2014 (3 years)

Nylife Securities LLC

*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 Alchermes 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 Planmember Securities Corporation

Benjamin Parker
Carpinteria, CA
Lauren Thomas
Horseshoe Bay, TX
Michael George
Carpinteria, CA
Jeffrey Lovegren
Carpinteria, CA
Keeley Atterbury
Carlsbad, CA
Salleh Beitollahi
Agoura Hills, CA
Darin Leong
Mililani, HI
Texanna Stallwitz
Carpinteria, CA

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started