Brenton Thai
Investment adviser representative at Collaborative Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$653.3MFirm 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
Experience
10 years in the industry.
- Collaborative Digital Innovations Inc.Jan 2023 to now
- Collaborative Wealth MgmtSep 2016 to now
- Collaborative WealthAug 2016 to now
- LPL Financial LLCJul 2016 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Collaborative Wealth
Legal name: Collaborative Wealth Management, Inc.
$653.3MAssets managed
937Clients
14Advisers
12 yearsIn 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
- 5824640
- Firm CRD
- 142106