Brett Stephen Parsons
Investment adviser representative at Ptma Investment Advisors
11 yearsExperience
1 stateRegistered in
$104.2BFirm assets
14 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Pma Securities, LLCSep 2024 to now
- Pma Financial Network, LLCJul 2024 to now
- Ptma Investment AdvisorsMar 2023 to now
- Public Trust Advisors, LLCJan 2023 to now
- Weld County School District Re-1Jun 2022 to Jan 2023
- Poudre School District R-1Apr 2015 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ptma Investment Advisors
Legal name: Public Trust Advisors, LLC
$104.2BAssets managed
82Clients
12Advisers
14 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
- 7701844
- Firm CRD
- 159189