Brent Derossett, financial advisor Branson MO

Brent Derossett

CRD Number: 6602749
Current Firm: Saxony Capital Management, LLC

Brent Derossett (CRD# 6602749) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Branson, MO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Saxony Securities, Inc. St. Louis, MO Jan 2024 - Current < 1
Saxony Capital Management St. Louis, MO Jan 2024 - Current < 1
Advocate Cpa & Advisors, LLC Branson, MO Dec 2013 - Current 10
The On Equity Sales Company Cincinnati, OH Jan 2020 - Dec 2023 3
Ohio National Financial Services Cincinnati, OH Oct 2019 - Dec 2023 4
Saxony Capital Management Saint Louis, MO Jan 2016 - Dec 2019 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2015
S63 Uniform Securities State Law Examination Jul 2020
Contact Info for Brent W. Derossett
Phone Number: 314-963-9336
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    239
    MILLIONS
  • Total Number of Accounts
    1,192
    ACCOUNTS
  • Average Account Value
    $200,746
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, CA, CO, CT, FL, HI, IL, LA, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TX

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