Niles Brancati (CRD# 4371663) is an Investment Advisor Representative working at Altamont Advisors LLC in Greenville, SC and has over 22 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| 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 |
| Dalton Strategic Investment Services Inc. | Columbia, SC | Jan 2006 - May 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- SC
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts93ACCOUNTS
-
Average Account Value$289,247
- A percentage of assets under your management
- Hourly charges
- 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
SC
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