TrueAdvisor
TrueAdvisor
BS
CFP
BS
CFP

Brenton Stransky

Independence Square Holdings, LLC
21 Years of Experience
Carlsbad, CA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Brenton Stransky is a CFP-designated registered investment advisor at Independence Square Holdings, LLC, based in Carlsbad, CA, with 21 years of industry experience. Brenton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 2,648 clients with $1.8B in assets under management.

Independence Square Holdings, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
2,648 clients
Average Client Portfolio
$693K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee is up to 2.50%. Fees are generally negotiable and set forth in the client agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2173 Salk Avenue, Suite 250, Carlsbad, CA, 92008

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2021
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brenton is involved in several business activities, including Brenton Stransky Wealth Management and Independence Square Advisors/Holdings, LLC, primarily for investment and tax purposes, dedicating full-time hours to securities trading. He also spends a few hours per week as an author.

Employment History
Current Registrations
Independence Square Holdings, LLC
January 2020 - Present · 6 yrs 9 mos
LPL Financial LLCBroker
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
Independence Square Holdings, LLC
October 2019 - November 2019 · 1 mo
Private Advisor Group, LLC
December 2013 - January 2020 · 6 yrs 1 mo
Cetera Investment Services LLCBroker
August 2006 - December 2013 · 7 yrs 4 mos
Cetera Investment Services LLC
August 2006 - December 2013 · 7 yrs 4 mos
PNC Investments
May 2006 - August 2006 · 3 mos
PNC InvestmentsBroker
May 2006 - August 2006 · 3 mos
Ameriprise Financial Services, INC.
February 2005 - May 2006 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
January 2005 - May 2006 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
January 2005 - May 2006 · 1 yr 4 mos
State Registrations14 states
CADCDEFLMDMNMONCNJNYPATXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Carlsbad, CA →All financial advisors in California →