Brandon
Warres

Fsam LLC

CRD#6926123
Investment Advisor
in Alpharetta, GA

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About this Advisor

Brandon Warres is a financial advisor based in Alpharetta, Georgia, working with Fsam LLC. Brandon has previously held positions at E*Trade Securities LLC, State Bank & Trust Financial Company, Gamestop, Edward Jones, First Southern Securities, LLC, Fsam LLC, and First Southern, LLC. Brandon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Brandon is part of Fsam LLC, which operates out of Alpharetta, Georgia. The firm has 1 office and 13 employees. The firm manages assets totaling $72.6 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fsam LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1720 Windward Concourse Suite 115
Alpharetta, GA 30005

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Fsam LLC Brokerage Details

Total Assets Under Management

$72,551,134

GA Average: $3,570,121,308
Total Number of Employees

13

GA Average: 58
Total Number of Accounts

119

GA Average: 1,608
Average Account Size

$609,673

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brandon Warres Work History

2020 - Present (4 years)

First Southern, LLC

2019 - Present (5 years)

First Southern Securities, LLC

2019 - Present (5 years)

Fsam LLC

2019 - 2019 (< 1 year)

Edward Jones

2018 - 2018 (< 1 year)

E*Trade Securities LLC

2018 - 2019 (1 year)

Edward Jones

2015 - 2017 (2 years)

State Bank & Trust Financial Company

2009 - 2014 (5 years)

Gamestop

Disclosures

Please visit the SEC profile of Brandon Warres 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 Fsam LLC

Jorge Maldonado
Guaynabo, PR
Norma Delgado Vicencio
Guaynabo, PR
Jose Colberg Iturregui
Guaynabo, PR
Emanuel Belen
Guaynabo, PR
William Hawk
Alpharetta, GA
Vasileios Sfyris
Alpharetta, GA
Brandon Warres
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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