Pamela Brandt has held the title Member at Sustainable Advisors Alliance since April 2021, is a control person of the firm and directly owns between 10% and 25% of it. Pamela Brandt holds a Bachelor of Science in Mathematics from Appalachian State University.
Sustainable Advisors Alliance LLC is a Tulsa, OK firm with $235M under management, 559 clients and 8 advisers across 7 offices, as of its April 2026 filing.
Pamela Stamper-Brandt is a Financial Advisor of Sustainable Advisors Alliance, based in Fancy Gap, Virginia, and a Founding Member of the firm. She joined a financial planning firm in 1981 and became a Registered Investment Advisor in 1996. In 1998 she attended the first annual North Carolina Investment Advisors Conference, where she met a mentor who taught her about socially responsible investing.
Pamela Brandt’s longest registration was 13 years at Portfolio Resources Advisor Group, Inc. (2008–2021). Before joining Sustainable Advisors Alliance in 2021, Pamela Brandt was registered through Portfolio Resources Advisor Group, Inc. and Financial West Group.
- – present · 5 yearsFancy Gap, VA · Adviser representative · Firm CRD 312061
- Portfolio Resources Advisor Group, Inc.– · 13 yearsFancy Gap, VA · Adviser representative · Firm CRD 144601
- Financial West Group– · 1 yearLewisville, NC · Adviser representative · Firm CRD 16668
- First Affirmative Financial Network LLC– · 3 yearsLewisville, NC · Adviser representative · Firm CRD 109036
Professional designations
Listed by Sustainable Advisors Alliance
- Certified Financial Planner™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Pamela Brandt is registered as an investment adviser representative in Virginia, since April 2021.
- VirginiaSince 16 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 1999 |
| Series 7 | General Securities Representative Examination | 21 December 1985 |
| Series 22 | Direct Participation Programs Representative Examination | 12 December 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 April 1981 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 April 1981 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Pamela Stamper Brandt
- CRD
- 729119
- Firm
- Sustainable Advisors Alliance · CRD 312061
- Role
- Member
- Office
- Fancy Gap, VA
- Registration
- Investment adviser registration
- In the industry since
- April 1983
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sustainableadvisorsalliance.com
Where does Pamela Brandt work?
Pamela Brandt has held the title Member at Sustainable Advisors Alliance LLC since April 2021, and is a control person of the firm.
Is Pamela Brandt a financial advisor?
Yes. Pamela Brandt has a current investment-adviser registration in Virginia, through Sustainable Advisors Alliance since April 2021.
How many years of experience does Pamela Brandt have?
Pamela Brandt has 43 years in the financial industry, since April 1983, across 4 adviser firms.
What exams has Pamela Brandt passed?
Pamela Brandt has passed 5 licensing exams: the Series 63, Series 6, Series 22, Series 7 and Series 65. The earliest, the Series 63, was passed in April 1981. FINRA credited Pamela Brandt with the SIE, which began in October 2018.
Where did Pamela Brandt work before Sustainable Advisors Alliance?
Before Sustainable Advisors Alliance, Pamela Brandt was registered through Financial West Group, January 2006 to December 2007; First Affirmative Financial Network LLC, August 2002 to January 2006.
Where is Pamela Brandt based?
Pamela Brandt’s registered office is in Fancy Gap, VA.
Is Pamela Brandt registered with FINRA?
No. Pamela Brandt has no current broker registration.
Is Pamela Brandt a CFP?
Sustainable Advisors Alliance lists Pamela Brandt with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Pamela Stamper-Brandt biography, sustainableadvisorsalliance.com
How can I verify Pamela Brandt’s record?
Search CRD 729119 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Pamela Brandt’s full registration record.
