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 out of Alpharetta, Georgia with 4 years of industry experience. Warres works at Fsam LLC. Over the course of their career, Warres has held roles at E*Trade Securities LLC, State Bank & Trust Financial Company, Gamestop, Edward Jones, First Southern Securities, LLC, Fsam LLC and First Southern, LLC. Warres has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in Georgia. Fsam LLC is an advisory firm operating out of Alpharetta, GA. The firm has a total of 15 advisors. It has $39 million in assets among its 118 customer accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 118 accounts, just 9% are associated with high-net-worth individuals who have greater than $1 million in assets. The company performs a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on which service is provided. However, fee types charged by Fsam LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

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

$39,005,409

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

15

GA Average: 58
Total Number of Accounts

118

GA Average: 1,608
Average Account Size

$330,554

GA Average: $2,220,225

Investment Advisory Services

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

Brandon Warres Work History

Brandon has been registered as a financial advisor for 4 years.*

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

*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 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

Norma Delgado Vicencio
Guaynabo, PR
Jose Colberg Iturregui
Guaynabo, PR
Brandon Warres
Alpharetta, GA
William Hawk
Alpharetta, GA
Vasileios Sfyris
Alpharetta, GA
Hector Martinez
Guaynabo, PR
Manuel Gonzalez Hinds
Guaynabo, PR

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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