Britton N. Ouellette
Professional summary
Britton Nathanial Ouellette, who also goes by Britton Nathanial Ouellett, is a registered financial advisor currently at OPTIVISE ADVISORY SERVICES LLC located in San Antonio, Texas.
Britton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Britton has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Britton Nathanial Ouellette's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2021 - Present
OPTIVISE ADVISORY SERVICES LLC
Office #1: 13750 San Pedro Ave Suite 940, San Antonio, TX 78232November 4, 2019 - December 31, 2020
OPTIVISE ADVISORY SERVICES LLC
March 29, 2016 - December 31, 2019
PANTHREX ASSET MANAGEMENT LLC
June 8, 2015 - July 6, 2015
FIFTH THIRD SECURITIES, INC.
September 21, 2010 - July 6, 2015
FIFTH THIRD SECURITIES, INC.
Primary Firm SEC Registration
OPTIVISE ADVISORY SERVICES LLC
CRD#: 301764 / SEC#: 801-115232
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2021)
Exams
Current Firm
OPTIVISE ADVISORY SERVICES LLC
CRD#: 301764 / SEC#: 801-115232
Contact information
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,761 |
| AUM (Assets Under Management) | $ 267,384,088 |
Red Flags
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