BP
BP

Brett Justin Pencar

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K
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Location

One Alhambra Plaza, Suite 1130, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brett is a committee member for Wild Bunch Young Leaders, a philanthropic group supporting Zoo Miami, dedicating minimal time. Brett also owns a short-term rental property in NC, spending about 10-20% of his time on it during weekends.

Employment History
Current Registrations
Snowden Capital Advisors LLC
October 2024 - Present · 1 yr 4 mos
Snowden Account Services LLCBroker
February 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2020 - February 2021 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - February 2021 · 1 yr 7 mos
State Registrations22 states
AZCACOCTDEFLGAILLAMANCNJNVNYOKORPRSCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.