Brenan Robert Volpe
Investment adviser representative at Founders Financial Alliance, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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
11 years in the industry.
- Founders Financial Alliance, LLCSep 2026 to now
- LPL Financial, LLCAug 2022 to now
- Volpe Holdings LLCJan 2018 to Dec 2025
- Raymond James Financial Services Advisors Inc.Feb 2016 to Aug 2022
- Sterling Fox FinancialJan 2016 to Aug 2022
- DishoneJan 2016 to Oct 2017
- Raymond James Financial ServicesNov 2015 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
Founders Financial Alliance, LLC
$1.2BAssets managed
2,412Clients
33Advisers
9 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
- 6593129
- Firm CRD
- 173011