Brandon Alexander Diaz
Investment adviser representative at Entelevest, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$147MFirm 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
9 years in the industry.
- Entelevest, LLCNov 2022 to now
- EquitableSep 2022 to Nov 2022
- Equitable Advisors, LLCJul 2021 to Nov 2022
- Dbb CollectablesNov 2020 to Feb 2022
- West Kendall LexusJan 2020 to Mar 2020
- St. Thomas UniversityJul 2017 to May 2021
- Monsignor Edward Pace High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Entelevest, LLC
$147MAssets managed
162Clients
3Advisers
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
- 7418281
- Firm CRD
- 318115