Brandon Dimicelli, financial advisor Windcrest TX

Brandon Dimicelli

CRD Number: 7417541
Current Firm: Compass Financial Group

Brandon Dimicelli (CRD# 7417541) is an Investment Advisor Representative working at Compass Financial Group in Windcrest, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Secure Retire Retirement Solutions Llc Dba Compass Financial Grp Windcrest, TX Oct 2023 - Current < 1
Brookstone Wealth Advisors, LLC Windcrest, TX Aug 2021 - Current 2
Compass Financial Group Windcrest, TX Dec 2015 - Current 8
Secure Retirement Solutions Windcrest, TX Jan 2009 - Current 15
Adt Security San Antonio, TX Jan 2009 - Dec 2015 6
Secure Retirement Solutions San Antonio, TX Jan 2009 - Dec 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2021
Contact Info for Brandon J. Dimicelli
Phone Number: 210-783-0042
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    49
    MILLIONS
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $211,580
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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