Brent Platt, financial advisor Princeton NJ
75 score

Brent Platt

CRD Number: 6056981
Current Firm: Biltmore Capital Advisors

Brent Platt (CRD# 6056981) is an Investment Advisor Representative working at Biltmore Capital Advisors in Princeton, NJ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Biltmore Capital Advisors, LLC Palm Desert, CA Apr 2012 - Current 4
Millenium Mortgage Capital Palm Desert, CA Jun 1997 - Current 19

Brent Platt has no recent exams reported.
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Brent A. Platt
Phone Number: 888-391-4563
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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


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