Investment Advisor
Brian Schreiner
Brian Schreiner is the Founder and Chief Investment Officer of Alpha Rock Investments, a boutique investment management firm serving mass affluent and high net worth families. With over 25 years of experience as an investment advisor, including senior roles at two prior investment advisory firms, Brian specializes in portfolio management, global asset allocation and alternative investments. He holds Series 65, Series 7 and Series 66 and Series 63 licenses.
Ideal Clients
Pre-Retirees
Retirees
High Net Worth
Individuals
Couples & Families
Focus Areas
Small Business
Cash Flow
Life Transitions
Couples
Retirees
Pricing
AUM
Availability
Accepting new clients
Business
Alpha Rock Investments, LLC
Location
Malvern, Pennsylvania, United States
Meeting Options
Remote, In-Person
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