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Brandon Ross Barrett

Elbrus Partners, LLC

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About Brandon Ross Barrett

Brandon Ross Barrett is an investment advisor representative with Elbrus Partners, LLC. Brandon has been in the industry since June 26, 2012 and is registered with the state of Maryland. Brandon has a Series 7, Series 66 and SIE license and has previously been employed by Sanders Morris Harris LLC. Brandon provides portfolio management for individuals. The firm's advisory services are provided on a percentage of assets basis.

Firm Information

Brandon Barrett is currently registered with Elbrus Partners, LLC. Elbrus Partners, LLC is an investment advisor registered with the SEC. They have 1 Investment Adviser Representative and manage approximately $7,502,706 in regulatory assets under management. Elbrus Partners, LLC provides portfolio management services for individuals. They have 14 clients that are individuals other than high net worth and 5 clients that are high-net-worth individuals. They participate in a wrap fee program.

$7.50M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Barrett’s Registration & Firm History

MD

04/19/2022 - Present

Elbrus Partners, LLC (BALDWIN MD)

MD

06/26/2012 - 08/21/2017

SANDERS MORRIS HARRIS LLC (HUNT VALLEY MD)

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Licenses & Designations

BOTH

Issued 04/15/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Ross Barrett.
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