Brandon Velez (CRD# 6610227) is an Investment Advisor Representative working at 5c Capital Management, LLC in White Plains, NY and has over 7 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 5c Capital Management, LLC | White Plains, NY | Feb 2022 - Current | 2 |
| Better Mortgage Corporation | New York, NY | Apr 2020 - Dec 2021 | 1 |
| Rockit Solutions | Stamford, CT | Aug 2019 - Feb 2020 | < 1 |
| Morgan Stanley | New York, NY | Oct 2018 - Jul 2019 | < 1 |
| Jpmorgan Chase Bank | New York, NY | Jan 2017 - Oct 2018 | 1 |
| Jp Morgan Securities LLC | New York, NY | Jan 2017 - Oct 2018 | 1 |
| Unemployed | New York, NY | Jul 2016 - Dec 2016 | < 1 |
| Reid & Rudiger | New York, NY | Jan 2016 - Jun 2016 | < 1 |
| Mercy College | Dobbs Ferry, NY | Sep 2014 - Feb 2016 | 1 |
| New Moms Restaurant | New York, NY | Apr 2015 - Jan 2016 | < 1 |
| Uni Bank Funding Company | Newington, CT | Feb 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management475MILLIONS
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Total Number of Accounts1,591ACCOUNTS
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Average Account Value$298,439
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