Niles Brancati, financial advisor Greenville SC

Niles Brancati

CRD Number: 4371663
Current Firm: Altamont Advisors LLC

Niles Brancati (CRD# 4371663) is an Investment Advisor Representative working at Altamont Advisors LLC in Greenville, SC and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Altamont Advisors LLC Greenville, SC Jul 2014 - Current 9
Marco Insurance Group, LLC Greenville, SC Dec 2013 - Current 10
Securities America, Inc. Greenville, SC May 2014 - Jul 2014 < 1
Securities America Advisors, Inc. Greenville, SC May 2014 - Jul 2014 < 1
Nbrancati Financial, LLC Greenville, SC Dec 2005 - Jul 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Niles M. Brancati
Phone Number: 803-447-3999
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $289,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

SC

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