David Robert Brant
Professional Summary
David Robert Brant, who also goes by David Brant, is a registered financial advisor currently at GILMARTIN FINANCIAL located in Larkspur, California and VEST SECURITIES, LLC located in Mclean, Virginia. David is registered as a RR (Registered Representative) and started their career in finance in 1998. David has worked at 32 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Brant
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
CP CLIENT SOLUTIONS LLC
Contact Information
Main Address
321 Broadway 5th Floor, Saratoga Springs, NY 12866Mailing Address
321 Broadway 5th Floor, Saratoga Springs, NY 12866Phone Number
(212) 850-4260Established
Delaware since 04/24/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (26 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Robert Brant's CRS (Customer Relationship Summary).
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