Brandon James Butler
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Belpointe Asset Management, LLCMay 2026 to now
- Silver Oak Securities, Inc.Nov 2025 to May 2026
- Cetera Investment Advisers LLCMar 2024 to Nov 2025
- Bright Futures Wealth ManagementAug 2023 to Apr 2026
- Cetera Advisors LLCJun 2023 to Nov 2025
- Premo Design Inc.Jul 2021 to Oct 2025
- Leigh Baldwin & Co., LLCMar 2020 to Jul 2023
- Sodus Bay Heights Golf CourseJan 2020 to Mar 2021
- Pruco Securities LLCFeb 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Belpointe Asset Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6463045
- 143440