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Brendan Patrick Fuller

WEBULL ADVISORS
ST PETERSBURG, FL
·CRD# 6221327·13 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

13 years in the financial services industry

Current & Past Employments

WEBULL ADVISORS LLC·CRD# 304881
RIA
200 Carillon Parkway, St Petersburg, FL 33716
March 25, 2020 - Present
WEBULL FINANCIAL LLC·CRD# 289063
BD
200 Carillon Pkwy Floor 4, St. Petersburg, FL 33716
November 24, 2019 - Present
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Fort Worth, TX
August 26, 2019 - November 18, 2019
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Fort Worth, TX
March 26, 2019 - November 18, 2019
APEX CLEARING CORPORATION·CRD# 13071
BD
Dallas, TX
May 8, 2018 - February 11, 2019
TD AMERITRADE CLEARING, INC.·CRD# 5633
BD
Southlake, TX
December 22, 2017 - April 16, 2018
TD AMERITRADE, INC.·CRD# 7870
BD
Southlake, TX
August 7, 2013 - April 16, 2018

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Current Firm

WA
WEBULL ADVISORS LLC

WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281
RIA
Registered Investment Advisory firm - SEC (8/30/2019 Approved)

Contact Information

Main Address

200 Carillon Parkway, St Petersburg, FL 33716

Phone Number

+1 (917) 725-2408

# of Employees

16

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEBULL ADVISORS - WRAP FEE BROCHURE (4/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

28,867

AUM (Assets Under Management)

$48,858,729

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
06/29/2026Cover PageReport
09/24/2025Cover PageReport
08/27/2024Cover PageReport
02/28/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
WA
WEBULL ADVISORS LLC

WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281
RIA
Registered Investment Advisory firm - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(1/26/2026)
IAR
New Jersey
(3/25/2020)
RR
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2019About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2013About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Aug 2017About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Aug 2013About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Jan 2021About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Jun 2020About the Series 24 exam
Cboe EDGX Exchange, Inc.
SRO Registrations
FINRA
SRO Registrations
MEMX LLC
SRO Registrations
NYSE American LLC
SRO Registrations
NYSE Arca, Inc.
SRO Registrations
Nasdaq Stock Market
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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