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BP

Brandon L. Praznik

WEALTHFORGE SECURITIES
New York, NY 10169
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CRD#: 5758585
BP

Professional summary


Brandon Lee Praznik is a registered financial professional currently at WEALTHFORGE SECURITIES, LLC located in New York, New York.

Brandon is registered as a RR (Registered Representative) and started their career in finance in 2010. Brandon has worked at 7 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Brandon Lee Praznik'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

December 18, 2021 - Present

WEALTHFORGE SECURITIES, LLC

Office #1: 230 Park Avenue Suite 1560, New York, NY 10169
BD
CRD#: 152550
New York, NY
Past

January 4, 2016 - November 7, 2016

STRATCAP SECURITIES, LLC

BD
CRD#: 151152
NEW YORK, NY
Past

June 27, 2012 - December 4, 2015

REALTY CAPITAL SECURITIES, LLC

BD
CRD#: 145454
NEW YORK, NY
Past

May 7, 2012 - June 13, 2012

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MERRIMACK, NH
Past

September 7, 2011 - June 12, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH
Past

September 13, 2010 - January 10, 2011

NEW ENGLAND SECURITIES

RIA
CRD#: 615
COLUMBUS, OH
Past

July 21, 2010 - January 10, 2011

NEW ENGLAND SECURITIES

BD
CRD#: 615
COLUMBUS, OH
Past

April 5, 2010 - June 11, 2010

MORGAN STANLEY

BD
CRD#: 149777
COLUMBUS, OH

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
Alabama
(1/1/2022)
RR
Alaska
(1/1/2022)
RR
Arizona
(1/3/2022)
RR
Arkansas
(1/1/2022)
RR
California
(1/1/2022)
RR
Colorado
(12/18/2021)
RR
Connecticut
(12/22/2021)
RR
Delaware
(1/1/2022)
RR
District of Columbia
(12/18/2021)
RR
Florida
(12/18/2021)
RR
Georgia
(1/1/2022)
RR
Hawaii
(1/1/2022)
RR
Idaho
(12/21/2021)
RR
Illinois
(1/1/2022)
RR
Indiana
(1/1/2022)
RR
Iowa
(1/1/2022)
RR
Kansas
(1/1/2022)
RR
Kentucky
(1/1/2022)
RR
Louisiana
(12/18/2021)
RR
Maine
(1/1/2022)
RR
Maryland
(12/18/2021)
RR
Massachusetts
(1/1/2022)
RR
Michigan
(1/1/2022)
RR
Minnesota
(1/1/2022)
RR
Mississippi
(1/1/2022)
RR
Missouri
(1/1/2022)
RR
Montana
(1/1/2022)
RR
Nebraska
(1/1/2022)
RR
Nevada
(1/1/2022)
RR
New Hampshire
(1/1/2022)
RR
New Jersey
(1/1/2022)
RR
New Mexico
(1/1/2022)
RR
New York
(1/1/2022)
RR
North Carolina
(1/1/2022)
RR
North Dakota
(1/1/2022)
RR
Ohio
(12/20/2021)
RR
Oklahoma
(1/1/2022)
RR
Oregon
(1/1/2022)
RR
Pennsylvania
(1/1/2022)
RR
Puerto Rico
(12/18/2021)
RR
Rhode Island
(1/1/2022)
RR
South Carolina
(1/1/2022)
RR
South Dakota
(1/1/2022)
RR
Tennessee
(1/1/2022)
RR
Texas
(1/1/2022)
RR
Utah
(1/1/2022)
RR
Vermont
(1/1/2022)
RR
Virgin Islands
(1/1/2022)
RR
Virginia
(1/1/2022)
RR
Washington
(1/1/2022)
RR
West Virginia
(1/1/2022)
RR
Wisconsin
(1/1/2022)
RR
Wyoming
(1/1/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 12/31/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/4/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/17/2021
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


WS
WEALTHFORGE SECURITIES, LLC
WEALTHFORGE | WEALTHFORGE, LLC | WEALTHFORGE SECURITIES, LLC

CRD#: 152550 / SEC#: , 8-68464

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
3015 W Moore St Suite 102, Richmond, VA 23230
Mailing Address
3015 W Moore St Suite 102, Richmond, VA 23230
Phone number
(804) 308-0431
Established
Virginia since 07/28/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WEALTHFORGE HOLDINGS, INC.PARENT
ARLES, DONNA DIPIETROCFO, PFO, POO6489389
RAPER, JAMES LEROY JRCCO, COO5721253
ROBBINS, GEORGE WILLIAM IVCEO2440106

Disclosures


Regulatory Event3
Arbitration1

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.

Company Information


WEALTHFORGE SECURITIES, LLC

CRD#: 152550New York, NY 10169

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