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Brent Michael Wilsey

Investment Adviser Representative at WILSEY ASSET MANAGEMENT INCORPORATED

San Diego, CACRD #1263961Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
5 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brent Michael Wilsey has worked in the securities industry since 2002. They are registered to provide investment advisory services in Arizona, California, Nevada, Utah, and Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
ArizonaCaliforniaNevadaUtahWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/27/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 7/24/1986
Series 7
General Securities Representative Examination
Passed 3/15/1986
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/30/1984
Series 24
General Securities Principal Examination
Passed 10/2/1992

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$100,000 - $249,9991.50%
$250,000 - $499,9991.40%
$500,000 - $749,9991.30%
$750,000 - $1,249,9991.10%
$1,250,000 - $1,999,9990.80%
$2,000,000 - $4,999,9990.60%
$5,000,000+0.50%
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wilsey Asset Management Incorporated Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WILSEY ASSET MANAGEMENT INCORPORATEDCurrent
1/27/2020San Diego, CA
WILSEY ASSET MANAGEMENT INCORPORATED
9/4/201312/31/2018San Diego, CA
LPL FINANCIAL CORPORATION
12/31/19973/19/2010San Diego, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WILSEY ASSET MANAGEMENT INCORPORATED

1 other advisor in the directory

View WILSEY ASSET MANAGEMENT INCORPORATED firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brent Michael Wilsey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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