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Brendan James Remus

ALPHASTAR CAPITAL MANAGEMENT
Wesley Chapel, FL
·CRD# 7460488·4 years experience

Professional Summary

Brendan James Remus is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Wesley Chapel, Florida. Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brendan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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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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

ALPHASTAR CAPITAL MANAGEMENT·CRD# 157423
RIA
8052 Pelican Reed Circle, Wesley Chapel, FL 33545
July 24, 2025 - Present
PARK AVENUE SECURITIES LLC·CRD# 46173
RIA
Tampa, FL
August 12, 2022 - May 6, 2025
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
Tampa, FL
June 9, 2022 - May 6, 2025

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Current Firm

AC
ALPHASTAR CAPITAL MANAGEMENT

ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361
RIA
Registered Investment Advisory firm - SEC (5/18/2011 Approved)

Contact Information

Main Address

19520 West Catawba Avenue Suite 112, Cornelius, NC 28031

Phone Number

(855) 340-2514

# of Employees

150

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

15,795

AUM (Assets Under Management)

$2,496,202,761

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2023Cover PageReport

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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.

Brendan J. Remus is the Owner and Advisor of So Simple Financial, LLC. He devotes approximately 38% of his professional time per month to So Simple Financial, LLC, and the business is investment-related.

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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".
AC
ALPHASTAR CAPITAL MANAGEMENT

ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361
RIA
Registered Investment Advisory firm - SEC (5/18/2011 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.
IAR
Florida
(7/24/2025)

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.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2022About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brendan James Remus's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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BR
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