Brendan P. Fuller

WEBULL ADVISORS LLC

St Petersburg, FL 33716

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CRD#: 6221327

Professional summary

Brendan Patrick Fuller is a registered financial advisor currently at WEBULL ADVISORS LLC located in St Petersburg, Florida and WEBULL FINANCIAL LLC located in St. Petersburg, Florida.

Brendan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Brendan has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 4 and Series 24 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) Name: Soller Legacy LLC Business: Property Related -- not investment address: 2201 Long Derby Way Casselberry Florida 327707 Postion: Partner Relationship: Partner of the business start date: 12/30/2022 - business is not operational hours: 8 hours per month Hours during trading: Zero Duties: The business is not operating at this time 2) Webull Pay, Managing Director, Investment-related; 44 Wall Street, FL 2, New York, NY 10005; New York State DFS Virtual currency business; 1/9/2023; Minimal, as needed hours during US Securities Trading Hours; Managing Director duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Patrick Fuller'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 25, 2020 - Present

WEBULL ADVISORS LLC

Office #1: 200 Carillon Parkway, St Petersburg, FL 33716

RIA

CRD#: 304881

St Petersburg, FL

Current

November 24, 2019 - Present

WEBULL FINANCIAL LLC

Office #1: 200 Carillon Pkwy Floor 4, St. Petersburg, FL 33716

CRD#: 289063

St. Petersburg, FL

Past

August 26, 2019 - November 18, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Fort Worth, TX

Past

March 26, 2019 - November 18, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Fort Worth, TX

Past

May 8, 2018 - February 11, 2019

APEX CLEARING CORPORATION

CRD#: 13071

DALLAS, TX

Past

December 22, 2017 - April 16, 2018

TD AMERITRADE CLEARING, INC.

CRD#: 5633

Southlake, TX

Past

August 7, 2013 - April 16, 2018

TD AMERITRADE, INC.

CRD#: 7870

Southlake, 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".

WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281

RIA

Registered Investment Advisory firm - (8/30/2019 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

New Jersey
(3/25/2020)

New York
(11/24/2019)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/26/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/13/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/29/2017

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/6/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 1/23/2021

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/29/2020

General Securities Principal Examination

SRO Registrations

Cboe EDGX Exchange, Inc.

SRO Registrations

FINRA

SRO Registrations

NYSE American LLC

SRO Registrations

NYSE Arca, Inc.

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281

RIA

Registered Investment Advisory firm - (8/30/2019 Approved)

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Contact information

Main Address

200 Carillon Parkway, St Petersburg, FL 33716

Mailing Address

Phone number

+1 (917) 725-2408

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEBULL ADVISORS ADV2A BROCHURE (9/24/2025)

WEBULL ADVISORS - WRAP FEE BROCHURE (5/1/2025)

Regulatory assets under management

Total Number of Accounts	27,478
AUM (Assets Under Management)	$ 42,334,495

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report
08/27/2024	Cover Page	Report
02/28/2024	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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Advisor Monitoring

Firm Stability Insights

Brendan P. Fuller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Patrick Fuller's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEBULL FINANCIAL LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

APEX CLEARING CORPORATION

TD AMERITRADE CLEARING, INC.

TD AMERITRADE, INC.

Primary Firm SEC Registration

WEBULL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2019

Series 63

Date: 8/13/2013

SIE

Date: 10/1/2018

Series 3

Date: 8/29/2017

Series 7

Date: 8/6/2013

Series 4

Date: 1/23/2021

Series 24

Date: 6/29/2020

Cboe EDGX Exchange, Inc.

FINRA

NYSE American LLC

NYSE Arca, Inc.

Nasdaq Stock Market

New York Stock Exchange

Current Firm

WEBULL ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WEBULL ADVISORS LLC

TRUST BUT VERIFY

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