Brandon Chase Borganelli

Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 04/2017
  Casino Beach Bar And Grill/Taco Agave
  Pensacola, FL
• 11/2017 → 05/2018
  East Hill Medical Group
  Pensacola, FL
• 07/2019 → 04/2021
  Hattiesburg Clinic
  Hattiesburg, MS
• 04/2021 → 12/2021
  West Florida Hospital
  Pensacola, FL
• 03/2022 → 09/2024
  Gradient Advisors Llc
  Arden Hills, MN
• 07/2018 → 06/2019
  Florida Institute Of Ultrasound
  Pensacola, FL
• 05/2017 → 06/2018
  The Bridge Bar And Sunset Lounge
  Gulf Breeze, FL
• 09/2024 → Present
  Sequent Planning, Llc
  Pensacola, FL

Previous Registrations

• 2022-03-21 → 2024-09-05
  Gradient Advisors, Llc
  Arden Hills, MN
  Pensacola, FL
  Pensacola, FL

Other Businesses

1. Real Solutions: Investment Related: 112 W Gregory St Pensacola FL 32502, 09/2024 to Present, 160 hr/mo during trading hours. Duties include insurance and Medicare Products to clients and prospects. 2. Insurance Agent; Investment Related: 112 W Gregory St Pensacola FL 32502, 08/2024 to Present, 160 hr/mo during trading hours. Duties Include Insurance Products and Services to clients and prospects.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-11

Other Names

• Chase Borganelli