Brenton
Stransky

Independence Square Holdings, LLC

CRD#4891199
Investment Advisor
in Cardiff By The Sea, CA

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About this Advisor

Brenton Stransky is a financial advisor based in Cardiff By The Sea, California with a total of 3 years of relevant experience. Stransky is on the advisory team at Independence Square Holdings, LLC. Over the course of their career, they have held roles at Cetera Investment Services LLC, National Penn Bank, Lpl Financial, LLC, Private Advisor Group, LLC and Independence Square Holdings, LLC. Stransky maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Pennsylvania and Texas. Independence Square Holdings, LLC is an advisory firm that has its headquarters in King Of Prussia, PA. The company has offices in six locations and a total of 41 people on staff. It administers $926 million in total assets between its 2,025 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 2,025 client accounts, 41% belong to high-net-worth clients who have more than $1 million in assets. Independence Square Holdings, LLC has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Independence Square Holdings, LLC likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

120 Birmingham Dr Ste 120C
Cardiff By The Sea, CA 92007

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Independence Square Holdings, LLC Brokerage Details

Total Assets Under Management

$926,375,464

CA Average: $15,833,994,310
Total Number of Employees

41

CA Average: 41
Total Number of Accounts

2,025

CA Average: 3,342
Average Account Size

$457,469

CA Average: $4,737,880

Investment Advisory Services

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

Brenton Stransky Work History

Brenton has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Independence Square Holdings, LLC

2013 - Present (11 years)

Lpl Financial, LLC

2019 - 2019 (< 1 year)

Independence Square Holdings, LLC

2013 - 2020 (7 years)

Private Advisor Group, LLC

2006 - 2013 (7 years)

Cetera Investment Services LLC

2006 - 2013 (7 years)

National Penn Bank

*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 Brenton Stransky 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 Independence Square Holdings, LLC

Monica Pedano
King Of Prussia, PA
Kaleb Burns
King Of Prussia, PA
Michael Slattery
King Of Prussia, PA
Daniel Agoglia
King Of Prussia, PA
Zachary Mineur
King Of Prussia, PA
Brian Platt
King Of Prussia, PA
John Grimley
King Of Prussia, PA
Mark Mcmahon
King Of Prussia, PA

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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