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BA

Brenton S. Anderson

INDEPENDENT WEALTH
Miami, FL
Some features on this profile are disabled
CRD#: 5946743
BA

Professional summary

Brenton Scott Anderson, who also goes by Brenton Scott Anderson, is a registered financial advisor currently at INDEPENDENT WEALTH, LLC located in Miami, Florida.

Brenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brenton has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brenton Scott Anderson

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 Brenton Scott Anderson's 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

July 31, 2020 - Present

INDEPENDENT WEALTH, LLC

RIA
CRD#: 310050
Miami, FL
Past

February 27, 2017 - July 31, 2018

INVESTLY ADVISORS

RIA
CRD#: 286204
CHICAGO, IL
Past

November 27, 2013 - January 22, 2015

MORGAN STANLEY

BD
CRD#: 149777
CHICAGO, IL

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
Florida
(3/30/2022)
IAR
Illinois
(7/31/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/17/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/22/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/26/2013
General Securities Representative Examination

Current Firm

IW
INDEPENDENT WEALTH, LLC
INDEPENDENT WEALTH, LLC

CRD#: 310050 / SEC#:

Florida
Registered Investment Advisory firm - (3/30/2022 Approved)
Illinois
Registered Investment Advisory firm - (7/31/2020 Approved)
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Contact information

Main Address
66 West Flagler Street Suite 900 - #6958, Miami, FL 33130
Mailing Address
Phone number
(312) 543-1513
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

INDEPENDENT WEALTH, LLC

CRD#: 310050Miami, FL

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