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Brandi L. Lobato
EVERSOURCE WEALTH ADVISORS
Boca Raton, FL
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CRD#: 6296432
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Professional summary
Brandi Lyn Lobato, CFP®, who also goes by Brandi Lyn Abrahams, Brandi Lyn Lobato I, is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Boca Raton, Florida.
Brandi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brandi has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandi Lyn Abrahams | Brandi Lyn Lobato I
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) Brandi Lyn Lobato is the owner of Lobato and Associates LLC, which provides administrative support to her financial advisory practice. She spends 30 hours a month on this activity during trading hours, and10 hours a month outside of trading hours. The address for this activity is the same as her investment advisory business. (2) Brandi is a Business Broker for VR Business Brokers as an independent contractor. She started this activity in March 2023. This is not investment related, and she spends approximately 40 hours a month on this activity and 10 of those hours during trading hours. Their address is 4722 NW Boca Raton Blvd C105, Boca Raton, FL 33431. (3) Brandi is a licensed insurance agent selling non-variable products. This is investment related and she spends approximately 1 hour per month during trading hours on this activity. The start date for this activity was 4/27/2021 and she conducts this from her address 4949 Northwest 2nd Court, Boca Raton, FL 33431. (4) Brandi is a licensed real estate agent in the state of Florida. This is not investment related. She conducts this from her address 4949 Northwest 2nd Court, Boca Raton, FL 33431.
CRS (Client Relationship Summary) - RIA
Click below to view Brandi Lyn Lobato'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®
CFP®
Start date: 2019
Experience
Current
March 28, 2024 - Present
EVERSOURCE WEALTH ADVISORS, LLC
RIA
CRD#: 286340
Boca Raton, FL
Past
December 1, 2022 - April 4, 2024
ASSUREDPARTNERS INVESTMENT ADVISORS
RIA
CRD#: 309550
Plantation, FL
Past
May 7, 2021 - February 24, 2023
FORTUNE 360 GROUP LLC
RIA
CRD#: 282391
PLANTATION, FL
Past
April 30, 2021 - July 6, 2021
SECURITIES AMERICA, INC.
BD
CRD#: 10205
PLANTATION, FL
Past
August 29, 2016 - May 3, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BOCA RATON, FL
Past
July 14, 2016 - May 3, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BOCA RATON, FL
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".
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EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)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(3/28/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
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EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
Mailing Address
Phone number
(205) 982-5515
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,633 |
| AUM (Assets Under Management) | $ 3,954,297,526 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
