Brandon Chase Borganelli
Investment adviser representative at Sequent Planning, LLC
12 yearsExperience
1 stateRegistered in
$589.5MFirm assets
8 yearsFirm in business
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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
- Seminars and workshops
Experience
12 years in the industry.
- Sequent Planning, LLCSep 2024 to now
- Gradient Advisors LLCMar 2022 to Sep 2024
- West Florida HospitalApr 2021 to Dec 2021
- Hattiesburg ClinicJul 2019 to Apr 2021
- Florida Institute of UltrasoundJul 2018 to Jun 2019
- East Hill Medical GroupNov 2017 to May 2018
- The Bridge Bar and Sunset LoungeMay 2017 to Jun 2018
- Casino Beach Bar and Grill/taco AgaveFeb 2014 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 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
- 7522689
- Firm CRD
- 160381