Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
14yrs
Brian Berlan
Full name on record: Brian Eric Berlan
Financial advisor at Advice and Planning Services
Brian Berlan has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Washington, District of Columbia. Brian has been with Advice and Planning Services since 2025. Brian holds the CFP® designation.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 50% of advisors in Washington
OfficeWashington, DC
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – now
- 2014 – 2017
Contact Brian
Washington, DCOffice · Get directions Firm main line(212) 490-9000Headquarters: Advice and Planning Services · New York, NY Facebook pageAdvice and Planning ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Advice and Planning Services at (212) 490-9000 and ask for Brian Berlan. Brian works from the Washington, DC office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2012, about 14 years. More experience than 50% of advisors in Washington.
What licenses does Brian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Washington
Morgan Stanley
47yrs
Top 1% by experience in Washington
Wells Fargo Advisors
47yrs
Top 1% by experience in Washington
Merrill
46yrs
Top 1% by experience in Washington
Oppenheimer & Co.
46yrs
Top 1% by experience in Washington