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BB

Brandon Ross Barrett

ELBRUS PARTNERS
BALDWIN, MD
·CRD# 5679926·14 years registered

Professional Summary

Brandon Ross Barrett is a registered financial advisor currently at ELBRUS PARTNERS, LLC located in Baldwin, Maryland. Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brandon has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

14 years registered in the securities industry

Current & Past Employments

Current

ELBRUS PARTNERS, LLCCurrent·CRD# 289160
RIA
1. Baldwin, MD2. Ormond Beach, FL
October 27, 2017 - Present

Past

SANDERS MORRIS LLCPast·CRD# 20580
RIA
Hunt Valley, MD
April 16, 2013 - August 21, 2017
SANDERS MORRIS LLCPast·CRD# 20580
BD
Hunt Valley, MD
June 26, 2012 - August 21, 2017

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Current Firm

EP
ELBRUS PARTNERS, LLC

ELBRUS PARTNERS, LLC

CRD#: 289160
Florida
Registered Investment Advisory firm - Florida (5/14/2025 Approved)
Maryland
Registered Investment Advisory firm - Maryland (10/27/2017 Approved)
Texas
Registered Investment Advisory firm - Texas (4/19/2022 Conditional Restricted)

Contact Information

Main Address

Ormond Beach, FL

Mailing Address

722 Dulaney Valley Road Suite 276, Towson, MD 21204

Phone Number

(410) 299-1564

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

43

AUM (Assets Under Management)

$11,237,653

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

MMHK LLC- Investment related- YES - 6010 Marjorie Lane, Baltimore MD US 21212 - Real Estate/Property Management - Managing Operator - 09/15/2017 - 16 hrs/mo - 8 hrs/week during trading hours - Oversee management and operations of an apartment complex in Baltimore, MD.

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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.
IAR
Texas
(4/19/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2013About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brandon Ross Barrett's CRS (Customer Relationship Summary).

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