BW
Brandon P. Win
CAIRN FINANCIAL GROUP
Morris Plains, NJ
Some features on this profile are disabled
CRD#: 7686012
BW
Professional summary
Brandon Phyo Win, who also goes by Brandon Win, is a registered financial advisor currently at CAIRN FINANCIAL GROUP located in Morris Plains, New Jersey.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Brandon has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon Win
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.
Win Business Collective not investment-related private residence in Morris Plains, NJ marketing consulting Owner 7/15/2025 10 hours per month 0 hours during trading We provide occasional, project-based consulting services tailored to small businesses and startups looking to clarify and strengthen their marketing efforts. Our work centers on crafting compelling product value propositions and executing marketing design strategies that drive engagement and growth. The Winer Things Club not investment-related private residence in Morris Plains, NJ vlog Owner 7/15/2025 5 hours per month 0 hours during trading My wife and I are launching a fun, educational wine video blog with friends to help younger generations and wine lovers of all ages explore the world of wine in an approachable, relatable way. It's a passion project focused on tasting, culture, and lifestyle, meant to make wine more accessible and enjoyable. Rennselaer Polytechnic Institute (RPI) NYC Alumni Chapter not investment-related Heffner Alumni House: 1301 Peoples Ave, Troy, NJ 12180 Alumni Organization President September 2023 1-2 hours per month 0 hours during trading Preside over meetings and events, represent NYC Alumni Chapter to RPI officials
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Phyo Win'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
March 4, 2025 - Present
CAIRN FINANCIAL GROUP
RIA
CRD#: 299889
Morris Plains, NJ
Past
January 11, 2024 - January 22, 2025
WEALTHHOUSE ADVISORS INC
BD
CRD#: 323088
Livingston, NJ
Past
June 29, 2023 - August 30, 2024
LANDOLT SECURITIES, INC.
BD
CRD#: 28352
Livingston, NJ
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
Alabama(3/4/2025)
IAR
Colorado(3/4/2025)
IAR
Louisiana(10/14/2025)
IAR
Mississippi(3/4/2025)
IAR
New Jersey(7/23/2025)
IAR
North Carolina(3/4/2025)
IAR
Tennessee(3/13/2025)
IAR
Texas(3/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/20/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CF
CAIRN FINANCIAL GROUP
CAIRN FINANCIAL GROUP | CAIRN FINANCIAL GROUP LLC
CRD#: 299889 / SEC#:
Alabama
Registered Investment Advisory firm - (4/18/2019 Approved)Colorado
Registered Investment Advisory firm - (5/31/2024 Approved)Louisiana
Registered Investment Advisory firm - (8/25/2025 Approved)Mississippi
Registered Investment Advisory firm - (4/15/2024 Approved)New Jersey
Registered Investment Advisory firm - (7/23/2025 Approved)North Carolina
Registered Investment Advisory firm - (2/23/2022 Approved)Tennessee
Registered Investment Advisory firm - (1/22/2019 Approved)Texas
Registered Investment Advisory firm - (6/19/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
501 Union Street Suite 600b, Nashville, TN 37219
Mailing Address
Phone number
(615) 810-8499
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 613 |
| AUM (Assets Under Management) | $ 62,734,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/29/2025 |
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.
