Brandon M Berman
Investment adviser representative at Total Wealth Services, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$186.1MFirm assets
Are you Brandon M Berman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Total Wealth Services, LLCAug 2024 to now
- Total Wealth GroupJan 2024 to now
- Mariner Platform SolutionsApr 2022 to Aug 2024
- Polaris Greystone Financial Group, LLCApr 2017 to Apr 2022
- J.P. Morgan Securities LLCOct 2012 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Total Wealth Services, LLC
$186.1MAssets managed
162Clients
7Advisers
2 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
- 5911138
- Firm CRD
- 331833