Brandon T. Hatton

CONSCIOUS WEALTH INVESTMENTS

ATLANTA, GA 30307

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CRD#: 5603947

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon T Hatton's CRS (Customer Relationship Summary).

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

June 22, 2022 - Present

CONSCIOUS WEALTH INVESTMENTS, LLC

Office #1: 901 Bernina Apt 2, Atlanta, GA 30307

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.

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

CRD#: 7691

ATLANTA, GA

Past

June 12, 2009 - July 17, 2009

FIFTH THIRD SECURITIES, INC.

CRD#: 628

MARIETTA, GA

Past

November 13, 2008 - December 31, 2008

CETERA WEALTH SERVICES, LLC

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".

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

Georgia
(4/11/2025)

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 66

Date: 8/11/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/2008

General Securities Representative Examination

Current Firm

CONSCIOUS WEALTH INVESTMENTS, LLC

CRD#: 319143 / SEC#: 801-123510

RIA

Registered Investment Advisory firm - (3/24/2022 Approved)

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Contact information

Main Address

901 Bernina Apt 2, Atlanta, GA 30307

Mailing Address

1700 Northside Drive Suite A7 #5763, Atlanta, GA 30318

Phone number

(404) 826-7747

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CONSCIOUS WEALTH DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (2/10/2026)

Regulatory assets under management

Total Number of Accounts	475
AUM (Assets Under Management)	$ 272,797,562

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. Hatton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon T Hatton's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIFTH THIRD SECURITIES, INC.

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

CONSCIOUS WEALTH INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/11/2009

SIE

Date: 10/1/2018

Series 7

Date: 11/12/2008

Current Firm

CONSCIOUS WEALTH INVESTMENTS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSCIOUS WEALTH INVESTMENTS, LLC

TRUST BUT VERIFY

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