Brandon T. Velez
Professional summary
Brandon Troy Velez, who also goes by Brandon T Velez, Brandon Velez, is a registered financial advisor currently at 5C CAPITAL MANAGEMENT, LLC located in White Plains, New York.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brandon has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Troy Velez's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2022 - Present
5C CAPITAL MANAGEMENT, LLC
Office #1: 4 Westchester Park Drive Office #3 & #4, White Plains, NY 10604March 20, 2017 - October 9, 2018
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
5C CAPITAL MANAGEMENT, LLC
CRD#: 284213 / SEC#: 801-108825
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/29/2022)
Exams
Current Firm
5C CAPITAL MANAGEMENT, LLC
CRD#: 284213 / SEC#: 801-108825
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,897 |
| AUM (Assets Under Management) | $ 648,131,696 |
Red Flags
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