Brandon T. Pacilio

ALPINE HILL ADVISORS LLC

Westport, CT 06880

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CRD#: 5836773

Professional summary

Brandon Thomas Pacilio is a registered financial advisor currently at ALPINE HILL ADVISORS LLC located in Westport, Connecticut.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brandon has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

(1) CLAPBOARD HILL PRIVATE WEALTH MANAGEMENT, D/B/A FOR ALL B.RILEY WEALTH ADVSOR BUSINESS, INVESTMENT RELATED, SAME ADDRESS AS BRWA, REGISTERED INVESTMENT ADVISOR START DATE: 01/2020, 40 HOURS/MONTH DURING TRADING HOURS, SERVICING CLIENTS THRU THE DBA OF CLAPBOARD HILL WEALTH MANAGEMENT...(2) CLAPBOARD HILL EQUITY SELECT, LLC (CHES, LLC) DBA FOR ADVISORY BUSINESS TO A PARTICULAR PORTFOLIO STRATEGY, BUSINESS STRATEGIST, WEST PORT, CT, 10 HRS PER MONTH DURING TRADING HRS, NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Thomas Pacilio'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

March 28, 2023 - Present

ALPINE HILL ADVISORS LLC

Office #1: 1 Turkey Hill Road South Suite 204, Westport, CT 06880

RIA

CRD#: 325412

Westport, CT

Past

July 22, 2022 - August 23, 2022

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

WESTPORT, CT

Past

May 29, 2020 - March 29, 2023

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

WESTPORT, CT

Past

January 8, 2020 - July 22, 2022

NATIONAL SECURITIES CORPORATION

CRD#: 7569

WESTPORT, CT

Past

August 8, 2014 - October 22, 2018

SUMRIDGE PARTNERS, LLC

CRD#: 152437

JERSEY CITY NJ 07310, NJ

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".

ALPINE HILL ADVISORS LLC

CRD#: 325412 / SEC#: 801-127515

RIA

Registered Investment Advisory firm - (3/24/2023 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

Connecticut
(3/28/2023)

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 65

Date: 5/28/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2014

General Securities Representative Examination

Current Firm

ALPINE HILL ADVISORS LLC

CRD#: 325412 / SEC#: 801-127515

RIA

Registered Investment Advisory firm - (3/24/2023 Approved)

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Contact information

Main Address

1 Turkey Hill Road South Suite 204, Westport, CT 06880

Mailing Address

Phone number

(203) 429-0406

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALPINE HILL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/21/2025)

Regulatory assets under management

Total Number of Accounts	155
AUM (Assets Under Management)	$ 115,275,174

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
09/27/2024	Cover Page	Report
12/12/2023	Cover Page	Report

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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Brandon T. Pacilio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Thomas Pacilio's CRS (Customer Relationship Summary).

Certified licenses

Experience

B. RILEY WEALTH MANAGEMENT

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

SUMRIDGE PARTNERS, LLC

Primary Firm SEC Registration

ALPINE HILL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/28/2020

Series 63

Date: 11/12/2014

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2014

Current Firm

ALPINE HILL ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALPINE HILL ADVISORS LLC

TRUST BUT VERIFY

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