BS
Brenton F. Stransky
INDEPENDENCE SQUARE HOLDINGS
Carlsbad, CA 92008
Some features on this profile are disabled
CRD#: 4891199
BS
Professional summary
Brenton Friden Stransky is a registered financial advisor currently at INDEPENDENCE SQUARE HOLDINGS, LLC located in Carlsbad, California and LPL FINANCIAL LLC located in Carlsbad, California.
Brenton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Brenton has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. 01/30/2018 - Brenton Stransky Wealth Management - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/19/2018 - 0 Hours Per Month. 2. 10/7/2019 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for PL business) - Start Date: 11/01/2019 - 160 Hours Per Month During Securities Trading. 3. 1/24/2020 - Independence Square Holdings, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Independence Square Holdings, LLC, an independent investment advisor firm. I started this business activity in 11/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 1/24/2020 - Independence Square Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 04/18/2023 - Ad Astra - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 03/09/2022 - 0 Hours Per Month/0 Hours During Securities Trading 6. 08/07/2023 - Brenton Stransky Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - AtReported Business Location(s) - Start Date 01/19/2018 - 0 Hours Per Month/ During Trading 7. 01/29/2024 - Other - Author - Author - Not Investment Related - Home Based - Start Date 01/01/2024 - 10 Hours Per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Brenton Friden Stransky'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®
NoneExperience
Current
January 13, 2020 - Present
INDEPENDENCE SQUARE HOLDINGS, LLC
Office #1: 2173 Salk Avenue Suite 250, Carlsbad, CA 92008RIA
CRD#: 300139
Carlsbad, CA
Current
December 13, 2013 - Present
LPL FINANCIAL LLC
Office #1: 2173 Salk Ave, Ste 250 Ofc #56, Carlsbad, CA 92008RIA
BD
CRD#: 6413
Carlsbad, CA
Past
October 25, 2019 - November 1, 2019
INDEPENDENCE SQUARE HOLDINGS, LLC
RIA
CRD#: 300139
CARDIFF, CA
Past
December 16, 2013 - January 14, 2020
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
KING OF PRUSSIA, PA
Past
August 23, 2006 - December 13, 2013
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
BERWYN, PA
Past
August 23, 2006 - December 13, 2013
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
BERWYN, PA
Past
May 3, 2006 - August 11, 2006
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
MEDIA, PA
Past
May 3, 2006 - August 11, 2006
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
MEDIA, PA
Past
February 8, 2005 - May 2, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
WEST CHESTER, PA
Past
January 25, 2005 - May 2, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 25, 2005 - May 2, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
WEST CHESTER, PA
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".
IS
INDEPENDENCE SQUARE HOLDINGS, LLC
BARNES LANE ADVISORS LLC | TOUEY & COMPANY | THE PLAN ADVOCATE | STRATAVEST | SCHERZER FINANCIAL | MULVANEY WEALTH MANAGEMENT | MILANEK FAMILY WEALTH MANAGEMENT, LLC | INDEPENDENCE SQUARE HOLDINGS, LLC | INDEPENDENCE SQUARE ASSET MANAGEMENT | INDEPENDENCE SQUARE ADVISORS | BRENTON STRANSKY WEALTH MANAGEMENT | BRENTON PRIVATE WEALTH ADVISORS
CRD#: 300139 / SEC#: 801-116750
RIA
Registered Investment Advisory firm - (6/7/2019 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(2/10/2017)
IAR
California(1/13/2020)
RR
Delaware(1/9/2014)
RR
District of Columbia(4/26/2022)
RR
Florida(3/26/2020)
RR
Maryland(11/16/2021)
RR
Minnesota(3/17/2025)
RR
Missouri(1/9/2014)
RR
New Jersey(12/13/2013)
RR
New York(7/20/2017)
RR
North Carolina(5/25/2017)
RR
Pennsylvania(12/13/2013)
IAR
Pennsylvania(1/13/2020)
RR
Texas(5/13/2015)
IAR
Texas(1/13/2020)
RR
Virginia(8/15/2023)
RR
Washington(6/27/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IS
INDEPENDENCE SQUARE HOLDINGS, LLC
BARNES LANE ADVISORS LLC | TOUEY & COMPANY | THE PLAN ADVOCATE | STRATAVEST | SCHERZER FINANCIAL | MULVANEY WEALTH MANAGEMENT | MILANEK FAMILY WEALTH MANAGEMENT, LLC | INDEPENDENCE SQUARE HOLDINGS, LLC | INDEPENDENCE SQUARE ASSET MANAGEMENT | INDEPENDENCE SQUARE ADVISORS | BRENTON STRANSKY WEALTH MANAGEMENT | BRENTON PRIVATE WEALTH ADVISORS
CRD#: 300139 / SEC#: 801-116750
RIA
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Contact information
Main Address
150 South Warner Road Suite 300, King Of Prussia, PA 19406
Mailing Address
Phone number
(610) 520-1500
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 1,488,010,409 |
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.
