Owner/president/chief Compliance Officer · Rezny Wealth Management, Inc.
Brian C. Rezny
CRD 1799205 · Named on Form ADV at one SEC-registered adviser
At a glance
Rezny Wealth Management, Inc., an SEC-registered wealth manager based in Fort Myers, FL with $576 million in regulatory assets, lists Brian C. Rezny on its Form ADV as Owner/president/chief Compliance Officer, a control person.
Firms and roles
- Rezny Wealth Management, Inc.Owner/president/chief Compliance OfficerWealth manager · Fort Myers, FL · $576M in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.