Brandon Diaz has been an investment adviser representative at Entelevest since November 2022, and is not listed among the firm’s executive officers or direct owners. Brandon Diaz holds a Master of Business Administration with a specialization in Accounting from St. Thomas University.
Entelevest, LLC is a Coral Gables, FL firm with $147M under management, 162 clients and 2 advisers in one office, as of its March 2026 filing.
Brandon Diaz is Associate Financial Planner at ENTELEVEST, LLC, which he joined in November 2022. He supports the team with client relationships, financial planning preparation, analysis and customer service.
Brandon Diaz’s longest registration is the current one, 3 years at Entelevest since 2022. Before joining Entelevest in 2022, Brandon Diaz was registered through Equitable Advisors, LLC.
- Entelevest, LLCCurrent– present · 3 yearsCoral Gables, FL · Adviser representative · Firm CRD 318115
- Equitable Advisors, LLC– · 1 yearMiami, FL · Adviser representative · Firm CRD 6627
Professional designations
Listed by Entelevest
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Brandon Diaz is registered as an investment adviser representative in Florida, since November 2022.
- FloridaSince 21 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 October 2021 |
| Series 7TO | General Securities Representative Examination | 25 September 2021 |
| SIE | Securities Industry Essentials Examination | 21 August 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Brandon Alexander Diaz
- CRD
- 7418281
- Firm
- Entelevest · CRD 318115
- Office
- 121 ALHAMBRA PLAZA, SUITE 1209, Coral Gables, FL 33134
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- entelevest.com
Where does Brandon Diaz work?
Brandon Diaz is an investment adviser representative registered through Entelevest, LLC since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Diaz a financial advisor?
Yes. Brandon Diaz has a current investment-adviser registration in Florida, through Entelevest since November 2022.
How many years of experience does Brandon Diaz have?
Brandon Diaz has 5 years in the financial industry, since September 2021, across 2 adviser firms.
What exams has Brandon Diaz passed?
Brandon Diaz has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2021.
Where did Brandon Diaz work before Entelevest?
Before Entelevest, Brandon Diaz was registered through Equitable Advisors, LLC, November 2021 to November 2022.
Where is Brandon Diaz based?
Brandon Diaz’s registered office is in Coral Gables, FL.
Is Brandon Diaz registered with FINRA?
No. Brandon Diaz has no current broker registration.
Is Brandon Diaz a CFP?
Entelevest lists Brandon Diaz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brandon Diaz’s record?
Search CRD 7418281 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Diaz’s full registration record.
