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Brandon P. Win

CAIRN FINANCIAL GROUP
Morris Plains, NJ
Some features on this profile are disabled
CRD#: 7686012
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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.
The advisor shows no other business activity.

Blog Corner

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®
None

Experience

Current

March 4, 2025 - Present

CAIRN FINANCIAL GROUP

RIA
CRD#: 299889
Morris Plains, NJ
Past

January 11, 2024 - January 22, 2025

WEALTH HOUSE CAPITAL 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
RR
IAR
Series 66
Date: 6/20/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/20/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/23/2021
Securities Industry Essentials Examination

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)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts613
AUM (Assets Under Management)$ 62,734,963

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/13/2026
Cover Page
Report
03/29/2025
Cover Page
Report

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

CAIRN FINANCIAL GROUP

CRD#: 299889Morris Plains, NJ

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