Brian Joseph Lindberg
Investment Adviser Representative at Fitzwilliams Wealth Management Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Joseph Lindberg is an investment adviser representative with Fitzwilliams Wealth Management Inc. in Chesapeake, VA, where they have been registered since 2021. They have worked in the securities industry since 2019 and were previously registered with AE Wealth Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida, Louisiana, North Carolina, Pennsylvania, Texas, and Virginia.
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, North Carolina, Pennsylvania, Texas, Virginia
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.
- Fitzwilliams Financial IncJan 2017 – no end date reportedChesapeake, VA
- AE Wealth Management, LLCJan 2019 – Apr 2021Topeka, KS
- ADT LLCOct 2011 – Jan 2017Norfolk, VA
- Fitzwilliams Wealth Management, Inc.Apr 2021 – no end date reportedChesapeake, VA
- Fitzwilliams Financial IncJan 2017 – Apr 2021Chesapeake, VA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Fitzwilliams Wealth Management Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $100,000 (waivable)
- Estimated blended rate
- 0.02
- $0 - $2,500,0002.00%
- $2,500,001 - $5,000,0001.50%
- $5,000,001 - $10,000,0001.00%
- All Assets over $10,000,0000.80%
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
Wealth Management, Tax Planning, Retirement Planning, Insurance Planning, Estate Planning, Medicare Planning, Business Consulting, and Federal Benefits.
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:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Chesapeake, VA
- SEC file number:
- 801-134941
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at Fitzwilliams Wealth Management Inc.
6 other advisors in the directory
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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 Joseph Lindberg 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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