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Employer firm

Firebrand Wealth Management, LLC CRD 292154

$78.9M regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Firebrand Wealth Management, Llc

8201 164Th Ave Ne Suite 238, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-21
CA RA APPROVED 2025-03-28
NY RA APPROVED 2025-03-28
TX RA APPROVED 2025-03-28
WA RA APPROVED 2025-03-28
  • NJ RA
    APPROVED
    Since 2025-04-21
  • CA RA
    APPROVED
    Since 2025-03-28
  • NY RA
    APPROVED
    Since 2025-03-28
  • TX RA
    APPROVED
    Since 2025-03-28
  • WA RA
    APPROVED
    Since 2025-03-28

Branch Locations

8201 164Th Ave Ne Suite 238, Redmond, WA 98052 • United States

135 W 41St St 5Th Floor, New York, NY 10036 • United States

Mountainside, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prudential Financial Newark NJ 12/2014 11/2017
Hq Capital Private Equity New York NY 11/2017 11/2020
Neuberger Berman New York NY 11/2020 04/2022
Unemployed Mountainside NJ 04/2022 08/2022
Firebrand Wealth Management Redmond WA 08/2022 Present
  • 12/2014 → 11/2017
    Prudential Financial
    Newark, NJ
  • 11/2017 → 11/2020
    Hq Capital Private Equity
    New York, NY
  • 11/2020 → 04/2022
    Neuberger Berman
    New York, NY
  • 04/2022 → 08/2022
    Unemployed
    Mountainside, NJ
  • 08/2022 → Present
    Firebrand Wealth Management
    Redmond, WA
Designations
  • Certified Financial Planner

View on SEC IAPD

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