Brandon M. Ross

QUOTIENT WEALTH PARTNERS

Irving, TX 75039

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CRD#: 2963472

Professional summary

Brandon M Ross, CFP®, who also goes by Brandon Micheal Ross, Brandon Ross, is a registered financial advisor currently at QUOTIENT WEALTH PARTNERS, LLC located in Irving, Texas.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brandon has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon Micheal Ross | Brandon Ross

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.

Co-owner of JBBR Ventures, a real estate organization. Organization is not primarily engaged in investment-related activity. Organization operates out of Dallas, TX. Start date was August 1, 2018. Less than one hour per month. Duties include assisting with the affairs of the organization.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon M Ross's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

September 1, 2023 - Present

QUOTIENT WEALTH PARTNERS, LLC

Office #1: 222 West Colinas Blvd Suite 1650, Irving, TX 75039

RIA

CRD#: 326819

Irving, TX

Past

September 10, 2020 - October 13, 2023

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

IRVING, TX

Past

September 10, 2020 - October 13, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

Irving, TX

Past

November 1, 2017 - November 13, 2017

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

IRVING, TX

Past

November 1, 2017 - May 7, 2019

CETERA WEALTH SERVICES, LLC

CRD#: 13572

IRVING, TX

Past

October 21, 2011 - November 1, 2017

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

IRVING, TX

Past

October 21, 2011 - October 13, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

IRVING, TX

Past

October 21, 2011 - November 1, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

IRVING, TX

Past

April 12, 2002 - November 7, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

IRVING, TX

Past

April 12, 2002 - November 7, 2011

LPL FINANCIAL LLC

CRD#: 6413

IRVING, TX

Past

February 20, 2001 - April 12, 2002

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

June 11, 1998 - December 31, 1999

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUOTIENT WEALTH PARTNERS, LLC

PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC

CRD#: 326819 / SEC#: 801-128380

RIA

Registered Investment Advisory firm - (8/24/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/6/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/9/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/21/1999

General Securities Principal Examination

Current Firm

QUOTIENT WEALTH PARTNERS, LLC

PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC

CRD#: 326819 / SEC#: 801-128380

RIA

Registered Investment Advisory firm - (8/24/2023 Approved)

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Contact information

Main Address

5430 Lbj Freeway Suite 1150, Dallas, TX 75240

Mailing Address

Phone number

(972) 807-0003

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR QUOTIENT WEALTH PARTNERS, LLC (10/29/2025)

Regulatory assets under management

Total Number of Accounts	6,412
AUM (Assets Under Management)	$ 3,540,143,072

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brandon M. Ross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon M Ross's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER ALLIED COMPANY, L.P.

GOLDMAN SACHS & CO. LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

GIRARD SECURITIES, INC.

UNITED CAPITAL FINANCIAL ADVISORS

GIRARD SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FSC SECURITIES CORPORATION

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

QUOTIENT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/6/2001

Series 63

Date: 8/24/1998

SIE

Date: 10/1/2018

Series 7

Date: 6/9/1998

Series 24

Date: 5/21/1999

Current Firm

QUOTIENT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUOTIENT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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