Brandon J. Anderson
Professional summary
Brandon James Anderson, who also goes by Brandon Anderson, is a registered financial advisor currently at ASTRA WEALTH MANAGEMENT GROUP located in Plano, Texas.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brandon has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brandon James Anderson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 25, 2025 - Present
ASTRA WEALTH MANAGEMENT GROUP
Office #1: 5700 Granite Parkway Suite 330, Plano, TX 75024November 14, 2024 - March 28, 2025
LPL ENTERPRISE, LLC
November 14, 2024 - March 28, 2025
LPL ENTERPRISE, LLC
August 23, 2021 - November 14, 2024
PRUCO SECURITIES, LLC.
May 23, 2020 - November 14, 2024
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
ASTRA WEALTH MANAGEMENT GROUP
CRD#: 326006 / SEC#: 801-127984
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/25/2025)
Exams
Series 7TO
Date: 5/23/2020
General Securities Representative ExaminationCurrent Firm
ASTRA WEALTH MANAGEMENT GROUP
CRD#: 326006 / SEC#: 801-127984
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,928 |
| AUM (Assets Under Management) | $ 1,302,943,135 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/21/2025 | ||
| 09/24/2024 |
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
ASTRA WEALTH MANAGEMENT GROUP
CRD#: 326006Plano, TX 75024TRUST BUT VERIFY
Monitor Brandon Anderson
Get automatic monthly alerts on: