Brandy
Navarro

Vantage Wealth Management, LLC

CRD#4430790
Investment Advisor
in San Mateo, CA

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About this Advisor

Brandy Navarro is a certified financial planner and chartered financial consultant operating in San Mateo, California with 13 years of industry experience. Navarro is currently employed by Vantage Wealth Management, LLC. Throughout their career, Navarro has worked at Vantage Wealth Management, LLC, Cambridge Investment Research, Inc, Financial Telesis Inc and Lpl Financial LLC. Navarro maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Texas and Washington. Vantage Wealth Management, LLC is a company based in San Mateo, CA. It handles $546 million in assets among its 1,568 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 1,568 accounts, 32% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Vantage Wealth Management, LLC has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advisory services typically are based on which service is offered. Fees charged by Vantage Wealth Management, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

66 Bovet Road Ste. 310
San Mateo, CA 94402

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Vantage Wealth Management, LLC Brokerage Details

Total Assets Under Management

$545,988,000

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

1,568

CA Average: 3,727
Average Account Size

$348,207

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Brandy Navarro Work History

Brandy has been registered as a financial advisor for 13 years.*

2014 - Present (10 years)

Lpl Financial LLC

2010 - Present (14 years)

Vantage Wealth Management, LLC

2014 - 2014 (< 1 year)

Financial Telesis Inc

2010 - 2014 (4 years)

Cambridge Investment Research, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandy Navarro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Vantage Wealth Management, LLC

Brandy Navarro
San Mateo, CA
David Fernelius
San Mateo, CA
Tom O'Brien
San Mateo, CA
Mitone Griffiths
San Mateo, CA
Christina Gann Munguia
San Mateo, CA
John Lee
San Mateo, CA
Robert Stafford
San Mateo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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