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Bret Alan Ferrante

Black Card Circle

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About Bret Alan Ferrante

Bret Alan Ferrante is an investment advisor representative at Black Card Circle. Bret has over 10 years of experience in the financial services industry. Bret has a Series 6, 7, 63, and 65 license. Bret previously worked at Waddell & Reed and Transamerica Financial Advisors, Inc. Bret is a general manager for Sparks Street Properties, and also works as an insurance agent for various insurance companies. Bret is a member of the Rotary Club of Greater Van Nuys and the Rotary District 5280 Finance Committee. Bret specializes in providing financial planning services to individuals and businesses. Bret also provides portfolio management services to individuals.

Firm Information

Bret Ferrante is currently registered with Black Card Circle. Black Card Circle is a financial advisory firm with approximately $76 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and corporations. The firm has 4 licensed agents and 6 investment adviser representatives.

$76.30M

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

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

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percentage of assets

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

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Bret Ferrante’s Registration & Firm History

NV

01/02/2019 - Present

Black Card Circle (LAS VEGAS NV)

CA

01/08/2015 - 11/19/2018

WADDELL & REED (SHERMAN OAKS CA)

CA

10/04/2013 - 12/11/2014

TRANSAMERICA FINANCIAL ADVISORS, INC (WOODLAND HILLS CA)

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Licenses & Designations

IA

Issued 01/31/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2017

Series 7 - General Securities Representative Examination

BC

Issued 10/03/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bret Alan Ferrante.
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