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Pamela S. Brandt

SUSTAINABLE ADVISORS ALLIANCE LLC
Fancy Gap, VA
Some features on this profile are disabled
CRD#: 729119
PB

Professional summary

Pamela Stamper Brandt, CFP®, who also goes by Pam Stamper, Pamela Sue Stamper, Pam Sue Stamper-brandt, is a registered financial advisor currently at SUSTAINABLE ADVISORS ALLIANCE LLC located in Fancy Gap, Virginia.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Pamela has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pam Stamper | Pamela Sue Stamper | Pam Sue Stamper-Brandt

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 Pamela Stamper Brandt'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®
CFP®

Certified Financial Planner

Start date: 1987

Experience

Current

April 16, 2021 - Present

SUSTAINABLE ADVISORS ALLIANCE LLC

RIA
CRD#: 312061
Fancy Gap, VA
Past

January 3, 2008 - April 27, 2021

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

RIA
CRD#: 144601
FANCY GAP, VA
Past

January 3, 2008 - April 27, 2021

PORTFOLIO RESOURCES GROUP, INC.

BD
CRD#: 31155
CORAL GABLES, FL
Past

January 13, 2006 - December 31, 2007

FINANCIAL WEST GROUP

RIA
CRD#: 16668
LEWISVILLE, NC
Past

January 12, 2006 - December 31, 2007

FINANCIAL WEST GROUP

BD
CRD#: 16668
LEWISVILLE, NC
Past

August 27, 2002 - January 13, 2006

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA
CRD#: 109036
LEWISVILLE, NC
Past

December 22, 1998 - January 6, 2006

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

April 24, 1981 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

April 24, 1981 - December 23, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 24, 1981 - December 23, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
SA
SUSTAINABLE ADVISORS ALLIANCE LLC
JAN BRYAN CFP | SUSTAINABLE WEALTH ADVISORS | SUSTAINABLE ADVISORS ALLIANCE LLC | SKYE ADVISORS, LLC | SEVEN GENERATIONS INVESTING, LLC | PRINCIPLED INVESTING, LLC | LAURA ISANUK CFP

CRD#: 312061 / SEC#: 801-120088

RIA
Registered Investment Advisory firm - (1/4/2021 Approved)

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
Virginia
(4/16/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/30/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/22/1981
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: 12/21/1985
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 12/12/1983
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/22/1981
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
SUSTAINABLE ADVISORS ALLIANCE LLC
JAN BRYAN CFP | SUSTAINABLE WEALTH ADVISORS | SUSTAINABLE ADVISORS ALLIANCE LLC | SKYE ADVISORS, LLC | SEVEN GENERATIONS INVESTING, LLC | PRINCIPLED INVESTING, LLC | LAURA ISANUK CFP

CRD#: 312061 / SEC#: 801-120088

RIA
Registered Investment Advisory firm - (1/4/2021 Approved)
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Contact information

Main Address
12 N Cheyenne Ave Suite 221, Tulsa, OK 74103
Mailing Address
Phone number
(918) 408-7981
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAA ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts1,064
AUM (Assets Under Management)$ 206,973,202

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

SUSTAINABLE ADVISORS ALLIANCE LLC

CRD#: 312061Fancy Gap, VA

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