Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brant? Claim Your ProfileBrant Cavagnaro is a Certified Financial Planner™ and Chartered Financial Analyst® who has been in the financial services industry since February 2014. Brant currently works for Wealthstream Advisors, Inc. and is registered with the state of New York and Texas. Brant holds a Series 65 license and specializes in retirement planning, insurance, estate planning, college savings and investment management. Brant and Wealthstream Advisors, Inc. serve a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
08/11/2021 - Present
Wealthstream Advisors, Inc. (NEW YORK NY)
IA
Issued 05/03/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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