linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon Thomas Pacilio

Alpine Hill Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon Thomas Pacilio

Brandon Pacilio is an investment advisor representative with Alpine Hill Advisors LLC. Brandon has been in the financial services industry for almost a decade and holds Series 7, 63 and 65 licenses, as well as the SIE and Series 99TO examinations. Brandon is also registered to provide investment advice in Connecticut. Before joining Alpine Hill Advisors LLC, Brandon worked at B. Riley Wealth Management, National Securities Corporation and Sumridge Partners LLC. Brandon specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Brandon Pacilio is currently registered with Alpine Hill Advisors LLC. Alpine Hill Advisors LLC is a Registered Investment Advisor based in Westport, CT. They offer financial planning, portfolio management for individuals and selection of other advisors. The firm has $158,419,859 in regulatory assets under management, primarily from 23 high-net-worth individuals and 17 individuals other than high-net-worth. They are registered with the SEC and have a SEC number of 801-127515.
Alpine Hill Advisors LLC

1 TURKEY HILL ROAD SOUTH

WESTPORT, CT 06880

$158.42M

Assets Under Management

Not reported

Total Clients

2

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Pacilio’s Registration & Firm History

CT

03/28/2023 - Present

Alpine Hill Advisors LLC (WESTPORT CT)

CT

07/22/2022 - 08/23/2022

B. RILEY WEALTH MANAGEMENT (WESTPORT CT)

CT

01/08/2020 - 07/22/2022

NATIONAL SECURITIES CORPORATION (WESTPORT CT)

NJ

08/08/2014 - 10/22/2018

SUMRIDGE PARTNERS, LLC (JERSEY CITY NJ 07310 NJ)

Not sure if Brandon Thomas Pacilio is right for you?

Licenses & Designations

IA

Issued 05/28/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Thomas Pacilio.
Not sure if Brandon Thomas Pacilio is right for you?