Adviser and broker representative · Pfs Investments Inc.
Brandon T. Sass
CRD 4682388 · San Jose, CA
At a glance
Brandon T. Sass is an investment adviser representative with Pfs Investments Inc. in San Jose, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brandon’s SEC record dates to 2014, about 12 years ago. Brandon is also registered as a broker representative.
Current advisory firm
- Pfs Investments Inc.Since March 2014San Jose, CA · $16B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Brandon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.