Brenton
Thai

Collaborative Wealth

CRD#5824640
Investment Advisor
in Orlando, FL
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About this Advisor

Brenton Thai is a certified financial planner working out of Orlando, Florida, who has been in the financial industry for 11 years. Thai works at Collaborative Wealth. Thai has gained experience at Johvannah Nursery Inc, Ibis Financial Group, Securian Financial Services, Minnesota Life Insurance Company, Evershore Financial Group, Collaborative Wealth Mgmt and Lpl Financial LLC. Thai holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Collaborative Wealth is a financial advisory business based in Orlando, Florida. It has offices in four locations and a total of 15 employees. It manages $185 million in total assets between its 1,065 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 1,065 accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. Collaborative Wealth offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on the type of financial services offered. Fees billed by Collaborative Wealth can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6900 Tavistock Lakes Blvd
Orlando, FL 32827

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Collaborative Wealth Brokerage Details

Total Assets Under Management

$260,941,954

FL Average: $1,855,561,029
Total Number of Employees

18

FL Average: 62
Total Number of Accounts

1,285

FL Average: 2,474
Average Account Size

$203,068

FL Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brenton Thai Work History

Brenton has 11 years of experience.

2016 - Present (3 years)

Collaborative Wealth Mgmt

2016 - Present (3 years)

Lpl Financial LLC

2011 - 2016 (5 years)

Evershore Financial Group

2010 - 2011 (1 year)

Ibis Financial Group

2010 - 2016 (6 years)

Securian Financial Services

2010 - 2016 (6 years)

Minnesota Life Insurance Company

2007 - 2010 (3 years)

Johvannah Nursery Inc

Disclosures

Brenton Thai has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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