Brandon Bineau

OWL CREEK WEALTH PARTNERS

DENVER, CO 80237

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CRD#: 6757590

Professional summary

Brandon Bineau, who also goes by Brandon Jacques Bineau, is a registered financial advisor currently at OWL CREEK WEALTH PARTNERS located in Denver, Colorado.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brandon has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon Jacques Bineau

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Bineau'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

June 30, 2025 - Present

OWL CREEK WEALTH PARTNERS

Office #1: 4600 S. Syracuse Street 9th Floor, Denver, CO 80237

RIA

CRD#: 331850

DENVER, CO

Past

February 1, 2024 - May 30, 2025

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA

CRD#: 104727

Denver, CO

Past

March 23, 2023 - January 23, 2024

CAPTRUST

RIA

CRD#: 175112

Lone Tree, CO

Past

March 23, 2023 - January 23, 2024

CAPFINANCIAL SECURITIES, LLC.

CRD#: 126291

RALEIGH, NC

Past

August 4, 2021 - January 15, 2023

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Avon, CO

Past

August 4, 2021 - January 15, 2023

J.P. MORGAN SECURITIES LLC

CRD#: 79

Avon, CO

Past

December 20, 2017 - July 21, 2021

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Burlington, MA

Past

October 16, 2017 - July 21, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Burlington, MA

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".

OWL CREEK WEALTH PARTNERS

OWL CREEK WEALTH PARTNERS | OWL CREEK WEALTH PARTNERS LLC

CRD#: 331850 / SEC#: 801-130565

RIA

Registered Investment Advisory firm - (6/27/2024 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.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/30/2025)

IAR

Texas
(6/30/2025)

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: 12/19/2017

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: 10/16/2017

General Securities Representative Examination

Current Firm

OWL CREEK WEALTH PARTNERS

OWL CREEK WEALTH PARTNERS | OWL CREEK WEALTH PARTNERS LLC

CRD#: 331850 / SEC#: 801-130565

RIA

Registered Investment Advisory firm - (6/27/2024 Approved)

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Contact information

Main Address

4600 S. Syracuse Street 9th Floor, Denver, CO 80237

Mailing Address

Phone number

(303) 409-4409

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	392
AUM (Assets Under Management)	$ 362,972,864

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

Brandon Bineau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Bineau's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONETA GROUP INVESTMENT ADVISORS, LLC

CAPTRUST

CAPFINANCIAL SECURITIES, LLC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

OWL CREEK WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2017

SIE

Date: 10/1/2018

Series 7

Date: 10/16/2017

Current Firm

OWL CREEK WEALTH PARTNERS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OWL CREEK WEALTH PARTNERS

TRUST BUT VERIFY

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