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BD

Bretton S. Danforth

OAK CITY INVESTMENT CONSULTING
WAKE FOREST, NC 27587
Some features on this profile are disabled
CRD#: 7457358
BD
Bretton Saunders DanforthOAK CITY INVESTMENT CONSULTING

Professional summary

Bretton Saunders Danforth, who also goes by Bretton Danforth, Brett Danforth, Bretton Saunders Danforth, is a registered financial advisor currently at OAK CITY INVESTMENT CONSULTING located in Wake Forest, North Carolina.

Bretton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bretton has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Bretton Danforth | Brett Danforth | Bretton Saunders Danforth

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.
Volunteer of Triangle Impact Network, which is a 501(c)6 located in North Carolina. Triangle Impact Network exists to build a connected community of impact investors by gathering members to hear about new opportunities and share insights from leaders in the impact investing space. There is no compensation received from this entity. Triangle Impact Network does not have a business relationship with Oak City Consulting or any of its affiliates. Triangle Impact Network members may consider investing in some of the same companies that some of Oak City Consulting's investment managers consider. Devotion of Time: 0% of Time during business hours and less than 3 hour per week during non-business hours. Address: 2829 Flume Gate Drive, Raleigh, NC, 27603, United States Phone: 704.692.9693 Website: https://triangleimpactnetwork.com/

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bretton Saunders Danforth'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®
None

Experience

Current

July 21, 2022 - Present

OAK CITY INVESTMENT CONSULTING

Office #1: 9733 Fonville Rd, Wake Forest, NC 27587
RIA
CRD#: 162220
WAKE FOREST, NC

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".
OC
OAK CITY INVESTMENT CONSULTING
OAK CITY CONSULTING, LLC | OAK CITY INVESTMENT CONSULTING

CRD#: 162220 / SEC#: 801-74468

RIA
Registered Investment Advisory firm - (3/21/2012 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
North Carolina
(7/21/2022)
IAR
Texas
(7/21/2022)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 7/21/2022
Uniform Investment Adviser Law Examination

Current Firm

OC
OAK CITY INVESTMENT CONSULTING
OAK CITY CONSULTING, LLC | OAK CITY INVESTMENT CONSULTING

CRD#: 162220 / SEC#: 801-74468

RIA
Registered Investment Advisory firm - (3/21/2012 Approved)
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Contact information

Main Address
9733 Fonville Rd, Wake Forest, NC 27587
Mailing Address
P.o. Box 841 27588, Wake Forest, NC 27588
Phone number
(919) 844-6450
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OAK CITY CONSULTING LLC ADV PART 2A (3/11/2026)

Regulatory assets under management

Total Number of Accounts336
AUM (Assets Under Management)$ 1,431,568,150

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

OAK CITY INVESTMENT CONSULTING

CRD#: 162220Wake Forest, NC 27587

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