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BT

Brendan Turelli

Scottsdale, AZ 85254
CRD#: 6771027
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BT
Brendan Turelli

Professional summary

Brendan Turelli, who also goes by Brendan Robert Turelli, was a registered financial advisor .

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brendan had worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brendan Robert Turelli

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)

The CRS(Customer Relationship Summary) document is not provided.

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 9, 2026 - Present

Office #1: 4835 East Cactus Road Suite 255, Scottsdale, AZ 85254
Scottsdale, AZ
Past

June 26, 2019 - June 9, 2026

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SCOTTSDALE, AZ
Past

August 15, 2017 - June 9, 2026

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SCOTTSDALE, AZ

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
Texas
(6/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/19/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/31/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/15/2017
Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

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.

Company Information

No current employment

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