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Est. 2026The front page of wealth managementNew York

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Co-Chief Investment Officer · Halbert Hargrove

Brian M. Spinelli

CRD 5129615 · Named on Form ADV at one SEC-registered adviser

At a glance

Halbert Hargrove, an SEC-registered wealth manager based in Long Beach, CA with $4.2 billion in regulatory assets, lists Brian M. Spinelli on its Form ADV as Co-Chief Investment Officer, a control person.

Firms and roles

  • Halbert HargroveCo-Chief Investment OfficerWealth manager · Long Beach, CA · $4.2B 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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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.