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Brandon Jay Eckhardt

CRD# 7289802·Registered 2020 - 2023
Previously Registered: Being a previously registered professional could mean that Brandon is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Brandon Jay Eckhardt was a registered financial advisor. Brandon was a previously registered financial professional and started their career in finance 2020 - 2023. Brandon had worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

COLONNADE SECURITIES LLC·CRD# 144771
BD
Clearwater, FL
January 17, 2022 - December 11, 2023
CCS TRANSACTIONS, LLC·CRD# 149901
BD
Minneapolis, MN
December 16, 2020 - August 13, 2021

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Current Firm

CS
COLONNADE SECURITIES LLC

COLONNADE SECURITIES LLC

CRD#: 144771 / SEC#: 8-67673
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

600 Cleveland Street Suite 272, Clearwater, FL 33755

Mailing Address

600 Cleveland Street Suite 272, Clearwater, FL 33755

Phone Number

(312) 425-8160

Established

Delaware since 08/23/2002

Firm Type

Limited Liability Company

Fiscal Year End

June

Firm Size

Small

FINRA licenses (2 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
COLONNADE ADVISORS LLCMEMBER—
COCKING, GINA MARIEMANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER, CFO, CCO AND AML COMPLIANCE PERSON, PFO, POO, AND EXECUTIVE REPRESENTATIVE2937883
SPIES, DEREK MICHAELVICE PRESIDENT7399519

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2020About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Dec 2020About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2020About the SIE exam

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CRS (Client Relationship Summary)

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

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