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BS

Brandon Steyn

W G SECURITIES
Cape Town,
·CRD# 7450973·4 years experience

Professional Summary

Brandon Steyn is a registered financial advisor currently at W G SECURITIES, LLC. Brandon is registered as a RR (Registered Representative) and started their career in finance in 2022. Brandon has worked at 1 firm and has passed the Series 79TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

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

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

4 years in the financial services industry

Current & Past Employments

W G SECURITIES, LLC·CRD# 140869
BD
4 Loop Street Suite 19 19th Floor, Cape Town, 8000
February 4, 2022 - Present

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Current Firm

WG
W G SECURITIES, LLC

W G SECURITIES, LLC

CRD#: 140869 / SEC#: 8-67346
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

10 N Main St Suite 214, West Hartford, CT 06107

Mailing Address

10 N Main St Suite 214, West Hartford, CT 06107

Phone Number

(203) 285-6193

Established

Delaware since 12/20/2005

Firm Type

Limited Liability Company

Fiscal Year End

June

Firm Size

Small

FINRA licenses (16 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WOODBRIDGE INTERNATIONAL, LLCMEMBER—
REINHARZ, LAWRENCE IRWINMANAGER, CCO, EXECUTIVE REP4316477
STEWART, SCOTT ALEXANDERFINOP6977422

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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 79TO — Investment Banking Registered Representative Examination

Passed Feb 2022About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2021About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Brandon Steyn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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