Brian Edward Currie
Investment Adviser Representative at Wealthharbor Capital Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Edward Currie is an investment adviser representative with Wealthharbor Capital Group, LLC in Metairie, LA, where they have been registered since 2021. They have worked in the securities industry since 2019 and have been registered with 3 firms, including TCG Advisory Services, LLC and Montz Harcus Wealth Management. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida, Louisiana, Mississippi, and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Louisiana, Mississippi, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Montz Harcus Wealth ManagementAug 2019 – Sep 2020New Orleans, LA
- Capital One Wealth ManagementDec 2005 – Jul 2018New Orleans, LA
- Hancock Whitney Wealth ManagerJul 2018 – Nov 2018New Orleans, LA
- Iberia Wealth AdvisorNov 2018 – Aug 2019New Orleans, LA
- TCG Advisory Services LLCSep 2020 – no end date reportedAustin, TX
- WealthHarbor Capital Group, LLCMar 2021 – no end date reportedMetairie, LA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealthharbor Capital Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Portfolio management with strategic asset allocation and risk-adjusted investment frameworks; retirement plans custom designed for sophisticated business owners leveraging ERISA experience; and family office strategies for multi-generational wealth preservation, tax efficiency, and legacy protection.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Metairie, LA
- SEC file number:
- 801-62721
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
View full firm profileOther advisors at Wealthharbor Capital Group, LLC
7 other advisors in the directory
Similar advisors in Metairie, LA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Edward Currie 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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