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Brandon T. Roper

STRONGHOLD CAPITAL PARTNERS
South Jordan, UT
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CRD#: 3159310
BR

Professional summary


Brandon Ted Roper, who also goes by Brandon T Roper, is a registered financial advisor currently at STRONGHOLD CAPITAL PARTNERS LLC located in South Jordan, Utah.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brandon has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Brandon T Roper

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brandon Ted Roper's 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®
None

Experience


Current

April 21, 2025 - Present

STRONGHOLD CAPITAL PARTNERS LLC

RIA
CRD#: 315763
South Jordan, UT
Past

April 26, 2012 - August 29, 2013

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
SANDY, UT
Past

April 25, 2011 - February 28, 2012

BANCWEST INVESTMENT SERVICES, INC.

RIA
CRD#: 29357
SALT LAKE CITY, UT
Past

April 19, 2011 - February 28, 2012

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
SALT LAKE CITY, UT
Past

March 31, 2010 - April 29, 2011

MORGAN STANLEY

RIA
CRD#: 149777
SALT LAKE CITY, UT
Past

March 12, 2010 - April 29, 2011

MORGAN STANLEY

BD
CRD#: 149777
SALT LAKE CITY, UT
Past

January 16, 2009 - April 6, 2009

CONOVER SECURITIES CORPORATION

BD
CRD#: 17129
BELLEVUE, WA
Past

October 3, 2007 - February 14, 2008

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
SALT LAKE CITY, UT
Past

February 27, 2003 - January 12, 2006

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA
Past

February 15, 2001 - February 12, 2003

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

March 10, 1999 - December 6, 2000

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA

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
Utah
(4/21/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/30/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SC
STRONGHOLD CAPITAL PARTNERS LLC
STRONGHOLD CAPITAL PARTNERS LLC

CRD#: 315763 / SEC#:

Arizona
Registered Investment Advisory firm - (8/23/2021 Approved)
California
Registered Investment Advisory firm - (10/12/2021 Approved)
Colorado
Registered Investment Advisory firm - (3/27/2023 Approved)
Hawaii
Registered Investment Advisory firm - (5/5/2022 Approved)
Louisiana
Registered Investment Advisory firm - (7/23/2024 Approved)
New Jersey
Registered Investment Advisory firm - (5/31/2024 Terminated)
New York
Registered Investment Advisory firm - (10/17/2022 Approved)
Oklahoma
Registered Investment Advisory firm - (7/11/2024 Approved)
Tennessee
Registered Investment Advisory firm - (2/13/2025 Approved)
Texas
Registered Investment Advisory firm - (11/6/2023 Approved)
Utah
Registered Investment Advisory firm - (6/26/2024 Approved)
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Contact information


Main Address
Scottsdale, AZ
Mailing Address
Phone number
(480) 220-9809
Established
Firm type
Fiscal year end
# of Employees
10

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts393
AUM (Assets Under Management)$ 33,110,000

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.

Company Information


STRONGHOLD CAPITAL PARTNERS LLC

CRD#: 315763South Jordan, UT

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