Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
3 years
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowBrian Haier is a CFA® charterholder affiliated with Raymond James (USA) Ltd., with three years of industry experience. He previously worked at CIBC World Markets Inc., CIBC Investor Services Inc., and The Toronto-Dominion Bank. Raymond James (USA) Ltd. is a dually registered investment adviser and broker-dealer serving individuals, high net worth clients, trusts, pension and profit-sharing plans, as well as corporate and institutional clients. The firm offers fee-based portfolio management through its Ambassador wrap-fee program, emphasizing asset allocation, diversification, and long-term investing, with a majority of assets managed on a non-discretionary basis.
Based on Raymond James (USA) Ltd.
Based on Raymond James (USA) Ltd.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
California
3 years of industry experience
Raymond James (USA) Ltd.
2023 - Present • 3 years
Toronto, on
Raymond James Ltd.
2023 - Present • 3 years
Toronto
CIBC World Markets Inc.
2019 - 2023 • 4 years
Toronto
CIBC Investor Services Inc.
2017 - 2019 • 2 years
Toronto
The Toronto-Dominion Bank
2013 - 2017 • 4 years
Toronto
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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