Brandon Buckley
Investment adviser representative at Newfront Retirement Services, Inc.
10 yearsExperience
1 stateRegistered in
$1BFirm assets
12 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
10 years in the industry.
- Newfront Retirement Services, Inc.Jan 2025 to now
- SalesforceJul 2023 to Jan 2025
- Rollworks, a Division of NextrollJun 2021 to Jul 2023
- Santa Clara UniversitySep 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Newfront Retirement Services, Inc.
$1BAssets managed
106Clients
23Advisers
12 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
- 8031802
- Firm CRD
- 167641