Brandon Catrett has been an investment adviser representative at Ridgeline Wealth since May 2023, and is not listed among the firm’s executive officers or direct owners.
Ridgeline Wealth LLC is a Mesa, AZ firm with $173M under management, 186 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Brandon Catrett’s longest registration is the current one, 3 years at Ridgeline Wealth since 2023. Before joining Ridgeline Wealth in 2023, Brandon Catrett was registered through Stewardship Advisory Group, LLC and United Planners' Financial Services of America A Limited Partner.
- Ridgeline Private WealthCurrent– present · 3 yearsPonte Vedra, FL · Adviser representative · Firm CRD 318258
- Stewardship Advisory Group, LLC– · 3 yearsClermont, FL · Adviser representative · Firm CRD 165710
- United Planners' Financial Services of America A Limited Partner– · under a yearClermont, FL · Adviser representative · Firm CRD 20804
Investment adviser representative registrations
Brandon Catrett is registered as an investment adviser representative in 4 states. The first approvals date from May 2023; the most recent is Georgia, in October 2025.
- ArizonaSince 12 May 2023
- CaliforniaSince 25 September 2025
- FloridaSince 1 May 2023
- GeorgiaSince 22 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 January 2020 |
| Series 7TO | General Securities Representative Examination | 6 November 2019 |
| SIE | Securities Industry Essentials Examination | 3 July 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Brandon Kyle Catrett
- CRD
- 7016998
- Firm
- Ridgeline Wealth · CRD 318258
- Office
- 425 Town Plaza Ave, Ponte Vedra, FL 32081
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Brandon Catrett work?
Brandon Catrett is an investment adviser representative registered through Ridgeline Wealth LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Catrett a financial advisor?
Yes. Brandon Catrett has a current investment-adviser registration in Arizona, California, Florida and Georgia, through Ridgeline Wealth since May 2023.
How many years of experience does Brandon Catrett have?
Brandon Catrett has 6 years in the financial industry, since November 2019, across 3 adviser firms.
What exams has Brandon Catrett passed?
Brandon Catrett has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2019.
Where did Brandon Catrett work before Ridgeline Wealth?
Before Ridgeline Wealth, Brandon Catrett was registered through Stewardship Advisory Group, LLC, February 2020 to March 2023; United Planners' Financial Services of America A Limited Partner, January 2020 to January 2020.
Where is Brandon Catrett based?
Brandon Catrett’s registered office is in Ponte Vedra, FL.
Is Brandon Catrett registered with FINRA?
No. Brandon Catrett has no current broker registration.
How can I verify Brandon Catrett’s record?
Search CRD 7016998 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Catrett’s full registration record.