Brian Samuel Granoff
Professional Summary
Brian Samuel Granoff was a registered financial advisor. Brian was a previously registered financial professional and started their career in finance 2021 - 2025. Brian had worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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
5 years in the financial services industry
Current & Past Employments
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Current Firm
ATLANTIC INVESTMENT SERVICES CORP. | FLORIDA ATLANTIC SECURITIES CORP.
Contact Information
Main Address
9130 South Dadeland Blvd. Suite 1600, Miami, FL 33156Mailing Address
9130 South Highdadeland Blvd Suite 160, Miami, FL 33156Phone Number
(305) 670-9250Established
Florida since 04/16/1997Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
FINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALAN S PAREIRA LIVING TRUST | SHAREHOLDER | — |
| ALAN S. PAREIRA 1997 FAMILY TRUST | SHAREHOLDER | — |
| BEANEY, WILLIAM TREVOR | CEO, DIRECTOR, SHAREHOLDER | 5138058 |
| BUDLONG, SAMUEL SEWALL | VP, SHAREHOLDER | 1980093 |
| REQUENA, GABRIEL ALBERTO | CCO; ROP, PRINCIPAL, SHAREHOLDER | 4413123 |
| PAREIRA, ALAN SIDNEY | DIRECTOR; CHAIRMAN, TRUSTEE OF ALAN S PAREIRA LIVING TRUST | 356287 |
| PAREIRA, BARBARA ANN | TRUSTEE OF ALAN S PAREIRA 1997 FAMILY TRUST | 5890097 |
Regulatory Assets Under Management
Total Number of Accounts
74AUM (Assets Under Management)
$590,035,263Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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Primary Firm SEC Registration
ATLANTIC INVESTMENT SERVICES CORP. | FLORIDA ATLANTIC SECURITIES CORP.
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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