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Brian Biederman

Advisor at Nortlov Advisory, LLC

Updated today

Location

Mcdonough, GA

Credentials

CFP®, Series 63

Industry experience

41 years

About

Brian Biederman is a CFP® with 41 years of experience in the financial industry. He is affiliated with Nortlov Advisory, LLC and has worked previously at firms including Money Concepts Capital Corp. and IP Financial Advisory Services LLC. Outside of his financial career, he serves as a volunteer board member and assistant kitchen manager at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center of Raleigh and leads a volunteer team for a Jewish community burial organization. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to individuals, families, businesses, trusts, estates, and various institutional clients. The firm emphasizes tailored portfolio strategies focusing on asset allocation and integrates long- and short-term trading, options strategies, and third-party manager due diligence.

Client services

Based on Nortlov Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Nortlov Advisory, LLC

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Nortlov Advisory, LLC

Founder/Business Owner Executive

Demographic focus

Based on Nortlov Advisory, LLC

HENRY (High Earners, Not Rich Yet) Expats

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Fee options

Fixed

Fixed fees for financial planning typically range from $500 to $5,000 or more, invoiced monthly or quarterly.

Percentage

$0 - $2,499,999.99: 2.00% $2,500,000 - $4,999,999.99: 1.75% $5,000,000 - $9,999,999.99: 1.25% $10,000,000 - $24,999,999.99: 1.00% $25,000,000 - $49,999,999.99: 0.75% $50,000,000 - $99,999,999.99: 0.50% $100,000,000+: 0.35%

Project-based

Hourly rates range from $75 to $500 per hour, billed in 15-minute increments.

Performance-based

Performance-based fees are individually negotiated; no specific rates provided.

Other

Account minimum: $1,000,000 Fee-only: Fees typically range from 0.20% to 2% annually depending on negotiated arrangements and platforms used.

Location

Mcdonough, GA

Most active in

Georgia · North Carolina

Work history

Nortlov Securities LLC

2025 - Present (1 year)

Nortlov Advisory LLC

2025 - Present (1 year)

Money Concepts Capital Corp.

2024 - 2024 (1 year)

IP Financial Advisory Services LLC

2020 - 2025 (5 years)

Innovation Partners

2020 - 2025 (5 years)

Infinity Financial Services Advisory

2020 - 2020 (1 year)

Infinity Financial Services

2016 - 2020 (4 years)

Ridgeway Conger Advisory Services Inc.

2014 - 2016 (2 years)

Ridgeway & Conger, Inc.

2014 - 2016 (2 years)

Advanced Financial Concepts

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin W

Series 63, Series 65, Series 66

Mc Donough, GA

GAMSG Financial Advisors LLC

Kevin Webb is a financial advisor at GAMSG Financial Advisors LLC with 10 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with GAMSG Financial Advisors since 2022. Webb is also the CEO and owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. GAMSG Financial Advisors LLC is a fee-based, state-registered investment adviser serving individual retail investors through discretionary portfolio management and financial planning. The firm emphasizes diversification and sector allocation using mutual funds and ETFs, with a focus on cost efficiency and risk control.

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Morrow, GA

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Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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Bruce D

Series 63, Series 65

Ellenwood, GA

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Bruce Dobbs is a financial advisor at Resources Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Resources Asset Management, he was involved with Singh Biotechnology for six years and Gotcha Goat LLC for eight years. He is also active in drug development through Singh Molecular Medicine Inc. and works as an insurance agent with American Family Insurance. Resources Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses an active, asset-allocation-driven approach incorporating fundamental, quantitative, and technical analysis, and acts as a wrap fee program sponsor offering model-based strategies and educational seminars.

General retirement planning Income planning Wealth management Charitable giving & philanthropy
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Latavius P

Series 63, Series 65

Mc Donough, GA

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Latavius Powell is a financial advisor at CSG Wealth Management with 19 years of industry experience. He has held Series 63 and Series 65 licenses and has led CSG Wealth Management since 2010. Outside of advising, Powell holds a real estate license and is involved in a film production company and a trucking business, each requiring limited time monthly. CSG Wealth Management primarily serves professional athletes and high-net-worth individuals, providing financial planning, consulting, and portfolio management. The firm uses a value-oriented investment approach that blends fundamental and technical analysis and offers tailored financial plans and investment recommendations.

Debt management Cash flow / budgeting General tax planning Professional Athlete
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Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

Orrodon Dinkins is a ChFC® credentialed financial advisor with 15 years of industry experience. He is the principal of OBN Wealth Advisors, an independent firm he has led since 2016. Prior to founding OBN Wealth Advisors, he worked at Park Avenue Securities LLC and Guardian Life Insurance Company. Outside of advising, he is an author and professional speaker through his involvement with One Bucket Nation LLC. OBN Wealth Advisors serves individuals, including high-net-worth clients, and small businesses by providing financial planning, investment consultation, retirement-plan advice, and portfolio management. The firm combines fundamental analysis with technical and cyclical methods, using both active and passive management strategies, and offers educational seminars and written materials alongside its advisory services.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Ruel S

Series 65

Stockbridge, GA

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Ruel Samuels Jr. is a Series 65-licensed financial advisor with 28 years of industry experience. He is the sole advisor at Cereli Inc., an independent firm located in Stockbridge, GA. Samuels has also been associated with C & R Management Services, Inc. since 1991. Cereli Inc. serves individuals, retirement plans, and small corporate and nonprofit clients by managing portfolios of stocks, mutual funds, and fixed-income instruments. The firm uses Modern Portfolio Theory combined with qualitative and quantitative analysis and offers discretionary portfolio management tailored to client risk tolerance and time horizon.

Wealth management
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