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professional profile

Brian Matthew Lockwood, CFA

IAR Garden City, NY CRD 2402096 Last verified October 2026

Overview

Brian Matthew Lockwood is an investment adviser representative based in Garden City, NY, with 32 years in the industry.

Years in the industry
32
States registered
2
Exams passed
1
Current firms
1

Contact

1 phone number on file

Registrations and licenses

  • Registered in 2 states
  • Series 63

Every state, with registration and license dates

Firms

Employment history since 2019

Book and practice

Firm assets under management on file

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