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Brett Charles Busuttil

Investment adviser representative at Bay Pointe Financial
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$115.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Bay Pointe FinancialMay 2026 to now
  2. Bay Pointe Wealth, LLC dba Bay Pointe FinancialFeb 2026 to now
  3. Sigma Financial Corporation/spcJan 2017 to May 2026
  4. Mkd Wealth CoachesJan 2016 to Dec 2016

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012
  • Series 63 · Uniform Securities Agent State Law2017

State registrations

Registered as an investment adviser representative in 2 states (MI, TX).

Bay Pointe Financial

Legal name: Bay Pointe Wealth, LLC

$115.9MAssets managed
122Clients
3Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5793851
Firm CRD
340986
Advisor's SEC record (opens in a new tab)
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