Brandon Bastuba

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

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

• 08/2014 → 11/2021
  Assetmark Brokerage, Llc
  Charlotte, NC
• 08/2014 → 11/2021
  Assetmark Financial, Inc.
  Charlotte, NC
• 11/2021 → 09/2022
  Brinker Capital Securities
  Berwyn, PA
• 11/2021 → 09/2022
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 01/2023 → 07/2025
  Intelliflo
  Charlotte, NC
• 07/2025 → 04/2026
  Pacific Financial Group, Inc.
  Nashville, TN
• 09/2022 → 01/2023
  Unemployed
  Charlotte, NC
• 08/2026 → Present
  Newedge Securities Llc
  Pittsburgh, PA
• 11/2025 → Present
  Newedge Wealth
  Stamford, CT

Previous Registrations

• 2025-08-15 → 2026-04-17
  The Pacific Financial Group, Inc.
  Nashville, TN
  Charlotte, NC
  Huntersville, NC
• 2021-11-23 → 2022-09-01
  Orion Portfolio Solutions, Llc
  Omaha, NE
  Charlotte, NC
• 2010-07-09 → 2021-11-15
  Assetmark, Inc.
  Concord, CA
  Charlotte, NC
• 2009-07-23 → 2010-06-03
  Equitable Advisors, Llc
  Troy, MI
  Troy, MI

Exams

• S66 Uniform Combined State Law Examination
  2007-08-29

Designations

• Certified Financial Planner

Other Names

• Brandon Bastuba
• Brandon Robert Bastuba