AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BT

Brendan Turelli

345 INVESTMENT ADVISORY
Scottsdale, AZ 85254
CRD#: 6771027
Some features on this profile are disabled
BT
Brendan Turelli345 INVESTMENT ADVISORY

Professional summary

Brendan Turelli, who also goes by Brendan Robert Turelli, is a registered financial advisor currently at 345 INVESTMENT ADVISORY, LLC located in Scottsdale, Arizona.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brendan has 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) - RIA

Click below to view Brendan Turelli'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 9, 2026 - Present

345 INVESTMENT ADVISORY, LLC

Office #1: 4835 East Cactus Road Suite 255, Scottsdale, AZ 85254
RIA
CRD#: 342120
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

3I
345 INVESTMENT ADVISORY, LLC
345 INVESTMENT ADVISORY, LLC | OMAZ HOLDCO, LLC

CRD#: 342120 / SEC#: 801-136279

RIA
Registered Investment Advisory firm - (5/15/2026 120-Day Approval)
Loading...

Contact information

Main Address
4835 East Cactus Road Suite 255, Scottsdale, AZ 85254
Mailing Address
Phone number
(303) 887-8786
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

345 INVESTMENT ADVISORY, LLC FORM ADV PART 2A BROCHURE (6/5/2026)
0

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

345 INVESTMENT ADVISORY, LLC

CRD#: 342120Scottsdale, AZ 85254

TRUST BUT VERIFY

Monitor Brendan Turelli

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Joseph A Di Vito JR
Joseph Di VitoAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Scottsdale, AZ
Timothy Christopher Hughes
Timothy HughesAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Scottsdale, AZ
Julie Ann Danapilis
Julie DanapilisAdvisorCheck Check Mark
CETERA INVESTMENT SERVICES LLC
RR
PHOENIX, AZ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.