BK
Brandon W. Kobelt
STRATEGAS SECURITIES DBA STRATEGAS RESEARCH PARTNERS
New York, NY 10017
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CRD#: 5035999
BK
Professional summary
Brandon Werner Kobelt, who also goes by Brandon Werner Kobert, is a registered financial professional currently at STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS located in New York, New York.
Brandon is registered as a RR (Registered Representative) and started their career in finance in 2006. Brandon has worked at 4 firms and has passed the Series 63, SIE, Series 57, Series 7, Series 24 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Brandon Werner Kobert
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.
CRS (Client Relationship Summary) - BD
Click below to view Brandon Werner Kobelt'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
April 23, 2025 - Present
STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS
Office #1: 52 Vanderbilt Avenue 8th Floor, New York, NY 10017RIA
BD
CRD#: 149326
New York, NY
Past
December 23, 2015 - April 11, 2025
EVERCORE GROUP L.L.C.
BD
CRD#: 42405
Westport, CT
Past
April 22, 2013 - December 31, 2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC
BD
CRD#: 28195
NEW YORK, NY
Past
September 8, 2006 - April 22, 2013
MILLER TABAK + CO., LLC
BD
CRD#: 47293
NEW YORK, NY
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".
SS
STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS
STRATEGAS RESEARCH PARTNERS | STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS | STRATEGAS SECURITIES, LLC | STRATEGAS SECURITIES LLC | STRATEGAS RESEARCH PARTNERS, LLC
CRD#: 149326 / SEC#: 801-116875, 8-68138
RIA
Registered Investment Advisory firm - SEC (6/28/2019 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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(4/23/2025)
RR
Connecticut(4/23/2025)
RR
District of Columbia(4/23/2025)
RR
Georgia(4/23/2025)
RR
Illinois(4/23/2025)
RR
Massachusetts(4/23/2025)
RR
New York(4/23/2025)
RR
North Carolina(4/23/2025)
RR
Ohio(4/23/2025)
RR
Oklahoma(4/23/2025)
RR
Pennsylvania(4/23/2025)
RR
Texas(4/23/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SS
STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS
STRATEGAS RESEARCH PARTNERS | STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS | STRATEGAS SECURITIES, LLC | STRATEGAS SECURITIES LLC | STRATEGAS RESEARCH PARTNERS, LLC
CRD#: 149326 / SEC#: 801-116875, 8-68138
RIA
Registered Investment Advisory firm - SEC (6/28/2019 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
52 Vanderbilt Avenue 19th Floor 19th Floor, New York, NY, 10017
Mailing Address
52 Vanderbilt Avenue 19th Floor, New York, NY, 10017
Phone number
(646) 292-7950
Established
New York since 12/06/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
47
SEC notice filing (2 States and Territories)
FINRA licenses (16 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BAIRD FINANCIAL CORPORATION | SHAREHOLDER | |
| ANTHONY, DANNELL WAYNE | FINOP, DIRECTOR OF FINANCE | 7038021 |
| BOHNSACK, NICHOLAS GREGORY | PRESIDENT / COO | 4571796 |
| BOOTH, STEVEN GREGORY | DIRECTOR | 2147388 |
| GABAY, EILEEN MARGARET | CHIEF OPERATING OFFICER | 5602349 |
| LANGENFELD, JON A | DIRECTOR | 4322120 |
| LOGUE, SOFIA | CHIEF COMPLIANCE OFFICER | 6406784 |
| RISSMILLER, DONALD JAMES | VICE CHAIRMAN / PRINCIPAL | 5227351 |
| TOTORO, MICHAEL A | CHIEF TECHNOLOGY OFFICER | 1552053 |
| TRENNERT, JASON RICHARD | CHAIRMAN / CEO | 2079457 |
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.
