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Brian Kenneth Potok is a financial advisor professional located in Fairfield, CT. They specialize in financial advisory. With over 25 years of experience, they bring deep expertise to every client.
Brian Kenneth Potok - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Brian Kenneth Potok operates Cetera Wealth Services, LLC in Fairfield, Connecticut. With 25 years in the financial advisory field, Potok brings extensive experience to wealth management and financial planning. His practice is registered with FINRA, the Financial Industry Regulatory Authority, which oversees securities professionals and investment advisors. Clients working with Potok can expect guidance grounded in a quarter-century of industry experience.
Potok holds a FINRA CRD registration, which indicates he is registered with the Financial Industry Regulatory Authority as a securities professional or investment advisor. FINRA registration means his qualifications, disciplinary history, and business practices are subject to regulatory oversight and public record. This registration is required for professionals who buy, sell, or advise on securities and investment products. The CRD number serves as an identifier in FINRA's Central Registration Depository, allowing clients and regulators to verify his registration status and background.