Brett A. Cristiano

VERUS FINANCIAL GROUP

SUGAR LAND, TX 77478

Some features on this profile are disabled

CRD#: 6142227

Professional summary

Brett Anthony Cristiano, who also goes by Brett Cristiano, is a registered financial advisor currently at VERUS FINANCIAL GROUP located in Sugar Land, Texas.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brett has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett Cristiano

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.

MassMutual Life Insurance Company ELITE RESOURCE TEAM; MEMBER; INVESTMENT RELATED: NO; 2100 TRAVIS ST. SUITE 650 HOUSTON TEXAS 77002 UNITED STATES; ELITE RESOURCE TEAM IS A TEAM OF PROFESSIONALS HELPING TO DELIVER MORE VALUE THROUGH OUTSOURCED COST SEGREGATION AND TAX REDUCTION STRATEGIES. ; ATTENDANCE IN MEETINGS OF THE GROUP. ; 2023-03-06; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Anthony Cristiano'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

January 20, 2023 - Present

VERUS FINANCIAL GROUP

Office #1: 14141 Southwest Freeway Suite 150, Sugar Land, TX 77478

RIA

CRD#: 315153

SUGAR LAND, TX

Past

March 18, 2013 - January 20, 2023

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

HOUSTON, TX

Past

February 11, 2013 - January 20, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

HOUSTON, TX

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".

VERUS FINANCIAL GROUP

EVS FINANCIAL | VERUS FINANCIAL GROUP | VERUS CAPITAL VENTURES, INC. | VERUS CAPITAL VENTURES, INC

CRD#: 315153 / SEC#: 801-129875

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

Texas

Registered Investment Advisory firm - (5/6/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(1/20/2023)

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 66

Date: 2/25/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/8/2013

General Securities Representative Examination

Current Firm

VERUS FINANCIAL GROUP

EVS FINANCIAL | VERUS FINANCIAL GROUP | VERUS CAPITAL VENTURES, INC. | VERUS CAPITAL VENTURES, INC

CRD#: 315153 / SEC#: 801-129875

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

Texas

Registered Investment Advisory firm - (5/6/2024 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

14141 Southwest Freeway Suite 150, Sugar Land, TX 77478

Mailing Address

Phone number

(713) 909-3188

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- VERUS CAPITAL VENTURES, INC (9/4/2025)

Regulatory assets under management

Total Number of Accounts	640
AUM (Assets Under Management)	$ 129,716,992

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.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brett A. Cristiano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Anthony Cristiano's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERUS FINANCIAL GROUP

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

VERUS FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 2/25/2013

SIE

Date: 10/1/2018

Series 7

Date: 2/8/2013

Current Firm

VERUS FINANCIAL GROUP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERUS FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors