BD
Brandon Dixon
GRAYSCALE ADVISORS
Somerville, NJ
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CRD#: 7564079
BD
Professional summary
Brandon Dixon is a registered financial advisor currently at GRAYSCALE ADVISORS located in Somerville, New Jersey and GRAYSCALE SECURITIES, LLC located in Stamford, Connecticut.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Brandon has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Grayscale Operating, LLC (Parent Company to the Firm and Grayscale Advisors, LLC); 290 Harbor Drive, Stamford, CT; Investment Related; Investment Advisor Activity, Portfolio Consultant; February 2025; 100+ Hours/Month.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Dixon's 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®
NoneExperience
Current
February 26, 2025 - Present
GRAYSCALE ADVISORS
RIA
CRD#: 314868
Somerville, NJ
Current
February 26, 2025 - Present
GRAYSCALE SECURITIES, LLC
Office #1: 290 Harbor Drive 4th Floor, Stamford, CT 06902BD
CRD#: 305907
Stamford, CT
Past
July 16, 2024 - February 19, 2025
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
PRINCETON, NJ
Past
July 2, 2024 - February 19, 2025
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
PRINCETON, NJ
Past
November 15, 2022 - June 3, 2024
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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".
GA
GRAYSCALE ADVISORS
GRAYSCALE ADVISORS | GRAYSCALE ADVISORS, LLC
CRD#: 314868 / SEC#: 801-122921
RIA
Registered Investment Advisory firm - (1/3/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/26/2025)
RR
Alaska(2/26/2025)
RR
Arizona(2/26/2025)
RR
Arkansas(2/26/2025)
RR
California(2/26/2025)
RR
Colorado(2/26/2025)
RR
Connecticut(2/26/2025)
IAR
Connecticut(2/26/2025)
RR
Delaware(2/26/2025)
RR
District of Columbia(2/26/2025)
RR
Florida(2/26/2025)
RR
Georgia(2/26/2025)
RR
Hawaii(2/26/2025)
RR
Idaho(2/26/2025)
RR
Illinois(2/26/2025)
RR
Indiana(2/26/2025)
RR
Iowa(2/26/2025)
RR
Kansas(2/26/2025)
RR
Kentucky(2/26/2025)
RR
Louisiana(2/26/2025)
RR
Maine(2/26/2025)
RR
Maryland(2/26/2025)
RR
Massachusetts(2/26/2025)
RR
Michigan(2/26/2025)
RR
Minnesota(2/26/2025)
RR
Mississippi(2/26/2025)
RR
Missouri(2/26/2025)
RR
Montana(2/26/2025)
RR
Nebraska(2/26/2025)
RR
Nevada(2/26/2025)
RR
New Hampshire(2/26/2025)
RR
New Jersey(2/26/2025)
RR
New Mexico(2/26/2025)
RR
New York(2/26/2025)
RR
North Carolina(2/27/2025)
RR
North Dakota(2/26/2025)
RR
Ohio(2/26/2025)
RR
Oklahoma(2/26/2025)
RR
Oregon(2/26/2025)
RR
Pennsylvania(2/26/2025)
RR
Rhode Island(2/26/2025)
RR
South Carolina(2/26/2025)
RR
South Dakota(2/26/2025)
RR
Tennessee(2/26/2025)
RR
Texas(2/26/2025)
RR
Utah(2/26/2025)
RR
Vermont(2/26/2025)
RR
Virginia(2/26/2025)
RR
Washington(2/26/2025)
RR
West Virginia(2/26/2025)
RR
Wisconsin(2/26/2025)
RR
Wyoming(2/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/15/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GA
GRAYSCALE ADVISORS
GRAYSCALE ADVISORS | GRAYSCALE ADVISORS, LLC
CRD#: 314868 / SEC#: 801-122921
RIA
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Contact information
Main Address
290 Harbor Drive 4th Floor, Stamford, CT 06902
Mailing Address
Phone number
(212) 668-1427
Established
Firm type
Fiscal year end
# of Employees
117
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 2,301,084 |
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.
