Brett Wheeler
Trading-Equity at Seaside Wealth Management, Inc.
Profile
Mr. Brett Wheeler is a Head Trader at Seaside Wealth Management, Inc. With over a decade of experience in the financial services industry in both personal wealth and portfolio management, he process all trades with accuracy and efficiency and keep client portfolios balanced to the appropriate asset allocation.
He also assist with tax-loss harvesting strategies and daily portfolio management.
He received his undergraduate degree from the University of Texas at San Antonio.
Brett Wheeler active positions
| Companies | Position | Start |
|---|---|---|
Seaside Wealth Management, Inc.
 Seaside Wealth Management, Inc. Investment ManagersFinance Seaside Wealth Management, Inc. (Seaside) is an independent registered investment advisor headquartered in Carlsbad, California. The firm was founded by Bradley Lineberger in 2011. Seaside provides investment advisory services to individual and institutional clients. | Trading-Equity | - |
Training of Brett Wheeler
| University of Texas at San Antonio | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Seaside Wealth Management, Inc.
Seaside Wealth Management, Inc. Investment ManagersFinance Seaside Wealth Management, Inc. (Seaside) is an independent registered investment advisor headquartered in Carlsbad, California. The firm was founded by Bradley Lineberger in 2011. Seaside provides investment advisory services to individual and institutional clients. | Finance |
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