BC
Brandon K. Catrett
RIDGELINE PRIVATE WEALTH
Ponte Vedra, FL 32081
Some features on this profile are disabled
CRD#: 7016998
BC
Professional summary
Brandon Kyle Catrett, who also goes by Brandon Catrett, is a registered financial advisor currently at RIDGELINE PRIVATE WEALTH located in Ponte Vedra, Florida.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brandon has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon Catrett
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.) BRANDON CATRETT - INSURANCE AGENT - NON-VARIABLE INSURANCE - OCOEE, FL - SINCE 03/2019 - INVESTMENT RELATED 2.) STEWARDSHIP ADVISORY GROUP - ASSOCIATE FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - OCOEE, FL - SINCE 02/2020 - INVESTMENT RELATED 3.) STEWARDSHIP LEGACY COACHING, LLC - REPRESENTATIVE - COACHING SERVICES ON THE STEWARDSHIP OF FAMILY LEGACY AND BUSINESS LEGACY - OCOEE, FL - SINCE 11/2020 - INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Kyle Catrett'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®
NoneExperience
Current
May 1, 2023 - Present
RIDGELINE PRIVATE WEALTH
Office #1: 425 Town Plaza Ave, Ponte Vedra, FL 32081RIA
CRD#: 318258
Ponte Vedra, FL
Past
February 5, 2020 - March 31, 2023
STEWARDSHIP ADVISORY GROUP, LLC
RIA
CRD#: 165710
CLERMONT, FL
Past
January 21, 2020 - January 21, 2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RIA
CRD#: 20804
CLERMONT, FL
Past
November 6, 2019 - April 5, 2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
CLERMONT, 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".
RP
RIDGELINE PRIVATE WEALTH
RIDGELINE PRIVATE WEALTH | RIDGELINE WEALTH LLC
CRD#: 318258 / SEC#: 801-128531
RIA
Registered Investment Advisory firm - (7/21/2023 Approved)Arizona
Registered Investment Advisory firm - (7/25/2023 Terminated)Florida
Registered Investment Advisory firm - (7/25/2023 Terminated)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)Illinois
Registered Investment Advisory firm - (7/25/2023 Terminated)Texas
Registered Investment Advisory firm - (7/25/2023 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
Arizona(5/12/2023)
IAR
California(9/25/2025)
IAR
Florida(5/1/2023)
IAR
Georgia(10/22/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/6/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
RP
RIDGELINE PRIVATE WEALTH
RIDGELINE PRIVATE WEALTH | RIDGELINE WEALTH LLC
CRD#: 318258 / SEC#: 801-128531
RIA
Registered Investment Advisory firm - (7/21/2023 Approved)Arizona
Registered Investment Advisory firm - (7/25/2023 Terminated)Florida
Registered Investment Advisory firm - (7/25/2023 Terminated)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)Illinois
Registered Investment Advisory firm - (7/25/2023 Terminated)Texas
Registered Investment Advisory firm - (7/25/2023 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2929 N Power Rd, Ste 101, Mesa, AZ 85215
Mailing Address
Phone number
(480) 779-0127
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 556 |
| AUM (Assets Under Management) | $ 162,315,717 |
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
RIDGELINE PRIVATE WEALTH
CRD#: 318258Ponte Vedra, FL 32081TRUST BUT VERIFY
Monitor Brandon Catrett
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
