BH
Brandon T. Hatton
CONSCIOUS WEALTH INVESTMENTS
ATLANTA, GA
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CRD#: 5603947
BH
Professional summary
Brandon T Hatton, who also goes by Brandon Thomas Hatton, Brandon Hatton, is a registered financial advisor currently at CONSCIOUS WEALTH INVESTMENTS, LLC located in Atlanta, Georgia.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brandon has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon Thomas Hatton | Brandon Hatton
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) On a transitional basis, Mr. Hatton is dually-registered as an Investment Advisor Representative with Hatton Investments LLC ("Hatton") and as both an Investment Advisor Representative and Registered Representative with Raymond James & Associates, Inc. ("RJ"). Hatton and RJ are not affiliated entities. (2) Name of Business: Dropping Keys LLC Address: 608 Sherwood Road NE, Atlanta, GA, 30324, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/04/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Author, Speaker, (3) Name of Business: Lake Effect Property Address: 608 Sherwood Rd NE, Atlanta, GA, 30324, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/17/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I provide capital for the purchase and upkeep of rental properties. All rental properties are in an LLC and roll up to Lake Effect Properties LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon T Hatton'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
June 22, 2022 - Present
CONSCIOUS WEALTH INVESTMENTS, LLC
RIA
CRD#: 319143
ATLANTA, GA
Past
May 18, 2018 - July 21, 2022
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
Miami Beach, FL
Past
May 18, 2018 - July 21, 2022
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
Miami Beach, FL
Past
August 12, 2009 - May 21, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ATLANTA, GA
Past
August 4, 2009 - May 21, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ATLANTA, GA
Past
June 12, 2009 - July 17, 2009
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
MARIETTA, GA
Past
November 13, 2008 - December 31, 2008
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
WESTLAKE, OH
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".
CW
CONSCIOUS WEALTH INVESTMENTS, LLC
CONSCIOUS WEALTH INVESTING, LLC | HATTON INVESTMENTS LLC | HATTON INVESTMENTS | HATTON GROUP LLC | HATTAN GROUP LLC | CONSCIOUS WEALTH® MANAGEMENT | CONSCIOUS WEALTH INVESTMENTS, LLC
CRD#: 319143 / SEC#: 801-123510
RIA
Registered Investment Advisory firm - (3/24/2022 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
Florida(6/22/2022)
IAR
Georgia(4/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CONSCIOUS WEALTH INVESTMENTS, LLC
CONSCIOUS WEALTH INVESTING, LLC | HATTON INVESTMENTS LLC | HATTON INVESTMENTS | HATTON GROUP LLC | HATTAN GROUP LLC | CONSCIOUS WEALTH® MANAGEMENT | CONSCIOUS WEALTH INVESTMENTS, LLC
CRD#: 319143 / SEC#: 801-123510
RIA
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Contact information
Main Address
Atlanta, GA
Mailing Address
3225 Cumberland Blvd Se, Atlanta, GA 30339
Phone number
(404) 826-7747
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 365 |
| AUM (Assets Under Management) | $ 214,411,725 |
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.
