Brandon T. Roper

STRONGHOLD CAPITAL PARTNERS LLC

South Jordan, UT

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CRD#: 3159310

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.

Brandon Roper has the following Other Business Activities, (OBA). Owner of Ledger Expert, LLC, where he provides accounting, investments and financial planning services. He spends approximately 80 hours a month during market and non-market hours in this endeavor. Independent Insurance Agent through Stronghold Wealth Partners. In this activity Mr. Roper transacts in insurance products including annuities. He spends approximately 20 hours a month in this 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

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.

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

CRD#: 149777

SALT LAKE CITY, UT

Past

January 16, 2009 - April 6, 2009

CONOVER SECURITIES CORPORATION

CRD#: 17129

BELLEVUE, WA

Past

October 3, 2007 - February 14, 2008

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

SALT LAKE CITY, UT

Past

February 27, 2003 - January 12, 2006

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

February 15, 2001 - February 12, 2003

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

March 10, 1999 - December 6, 2000

PACIFIC SELECT DISTRIBUTORS, LLC

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)

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 65

Date: 1/30/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/14/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/10/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/9/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	393
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.

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Advisor Monitoring

Firm Stability Insights

Brandon T. Roper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Ted Roper's CRS (Customer Relationship Summary).

Certified licenses

Experience

FBL MARKETING SERVICES, LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

CONOVER SECURITIES CORPORATION

ALLSTATE FINANCIAL SERVICES, LLC

PACIFIC SELECT DISTRIBUTORS, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

PACIFIC SELECT DISTRIBUTORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2025

Series 63

Date: 6/14/2001

Series 7

Date: 3/10/2010

Series 6

Date: 3/9/1999

Current Firm

STRONGHOLD CAPITAL PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRONGHOLD CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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