Adviser and broker representative · Centaurus Financial, Inc.
Brandon M. Welch
CRD 6106872 · Newport Beach, CA
At a glance
Brandon M. Welch is an investment adviser representative with Centaurus Financial, Inc. in Newport Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brandon’s SEC record dates to 2025, about 1 years ago. Brandon is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Centaurus Financial, Inc.Since January 2025Newport Beach, CA · $9.7B in regulatory assets
- Newport Wealth Advisors, Inc.Since January 2025Newport Beach, CA · $263M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 5 states
- 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.