Brendan R. Azoff

ABUNDANT WEALTH MANAGEMENT LLC

STAMFORD, CT 06902

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CRD#: 7933680

Professional summary

Brendan R Azoff, who also goes by Brendan Ross Azoff, Brendan Azoff, is a registered financial advisor currently at ABUNDANT WEALTH MANAGEMENT LLC located in Stamford, Connecticut.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Brendan has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brendan Ross Azoff | Brendan Azoff

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.

1.) ABUNDANT WEALTH - 5/13/24 - Serendipity Labs, 700 Canal Street, Stamford, CT 06902 - Investment Advisory Representative, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 5/13/2024 - 1689 August Road, North Babylon, NY 11703 - Agent, Solicit and sell fixed life & annuity products, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan R Azoff'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

June 30, 2025 - Present

ABUNDANT WEALTH MANAGEMENT LLC

Office #1: 700 Canal Street Serendipity Labs, Stamford, CT 06902

RIA

CRD#: 331285

STAMFORD, CT

Past

October 14, 2024 - June 30, 2025

TLG ADVISORS, INC.

RIA

CRD#: 111052

Stamford, CT

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".

ABUNDANT WEALTH MANAGEMENT LLC

ABUNDANT WEALTH MANAGEMENT LLC | ABUNDANT WEALTH MANAGEMENT, LLC

CRD#: 331285 / SEC#: 801-133707

RIA

Registered Investment Advisory firm - (6/18/2025 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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(6/30/2025)

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

State Security Law Exam

IAR

Series 65

Date: 9/26/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/29/2024

Securities Industry Essentials Examination

Current Firm

ABUNDANT WEALTH MANAGEMENT LLC

ABUNDANT WEALTH MANAGEMENT LLC | ABUNDANT WEALTH MANAGEMENT, LLC

CRD#: 331285 / SEC#: 801-133707

RIA

Registered Investment Advisory firm - (6/18/2025 Approved)

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Contact information

Main Address

700 Canal Street Serendipity Labs, Stamford, CT 06902

Mailing Address

Phone number

(203) 661-3441

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - ABUNDANT WEALTH MANAGEMENT LLC (9/11/2025)

Regulatory assets under management

Total Number of Accounts	318
AUM (Assets Under Management)	$ 233,109,415

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.

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Brendan R. Azoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan R Azoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABUNDANT WEALTH MANAGEMENT LLC

TLG ADVISORS, INC.

Primary Firm SEC Registration

ABUNDANT WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2024

SIE

Date: 6/29/2024

Current Firm

ABUNDANT WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABUNDANT WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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