Blair M. Brannan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Blair Michael Brannan, who also goes by Blair Michaeel Brannan, Blair Brannan, was a registered financial professional .
Blair is a previously registered financial professional and started their career in finance in 2012. Blair had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 16, 2019 - May 11, 2020
ZEO CAPITAL ADVISORS, LLC
June 5, 2017 - October 2, 2017
CHARLES SCHWAB & CO., INC.
June 7, 2013 - October 9, 2013
NEW ENGLAND SECURITIES
December 18, 2012 - October 9, 2013
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ZEO CAPITAL ADVISORS, LLC
CRD#: 150783 / SEC#: 801-72287
Contact information
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 239,059,681 |
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.
