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CB

Claudio Brandileone

INVESTMENT PLACEMENT GROUP
SAN DIEGO, CA 92101
Some features on this profile are disabled
CRD#: 7579206
CB

Professional summary

Claudio Brandileone is a registered financial professional currently at INVESTMENT PLACEMENT GROUP located in San Diego, California.

Claudio is registered as a RR (Registered Representative) and started their career in finance in 2025. Claudio has worked at 1 firm and has passed the Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Claudio Brandileone'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

April 14, 2025 - Present

INVESTMENT PLACEMENT GROUP

Office #1: 501 West Broadway Suite 1350, San Diego, CA 92101
BD
CRD#: 14458
SAN DIEGO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 4/14/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/17/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

IP
INVESTMENT PLACEMENT GROUP
INVESTMENT PLACEMENT GROUP

CRD#: 14458 / SEC#: , 8-30700

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
501 West Broadway Suite 1350, San Diego, CA 92101
Mailing Address
501 West Broadway Suite 1350, San Diego, CA 92101
Phone number
(619) 326-1200
Established
California since 05/18/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AGCX TRUST UDT 7/25/1997SHAREHOLDER PURCHASED WEST BOWL CORP SHARES & GNZLZ-RUBIO FMLY WERE REISSUED
THE ALDRETE FAMILY TRUSTSHAREHOLDER
THE BENREY FAMILY TRUST,SHAREHOLDER
THEMIS INVESTMENT INC.SHAREHOLDER - PURCHASED PART OF LEON KASSEL'S SHARES
ALDRETE, ALFONSOTRUSTEE OF THE ALDRETE FAMILY TRUST4352620
BENREY, ALBERTTRUSTEE OF THE BENREY FAMILY TRUST4290443
GONZALEZRUBIO, ADOLFOCHAIRMAN/CEO AND TRUSTEE OF THE AGCX TRUST2385116
LASHKARI, DARIUS NMNCHIEF COMPLIANCE OFFICER/AML COMPLIANCE OFFICER/PRINCIPAL OPERATIONS OFFICER3061561
SANCHEZ GAVITO, FRANCISCO XAVIERMUNICIPAL SECURITIES PRINCIPAL6205321
SANCHEZ GAVITO, FRANCISCO XAVIERCROP/SROP6205321
SOTO ACEVES, MARTHA ELIZABETHCHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER5409623

Disclosures

Regulatory Event6

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

INVESTMENT PLACEMENT GROUP

CRD#: 14458San Diego, CA 92101

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