Investment adviser representative · Versant Capital Management, Inc.
Brandon J. Yee
CRD 6244473 · Phoenix, AZ
At a glance
Brandon J. Yee is an investment adviser representative with Versant Capital Management, Inc. in Phoenix, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brandon’s SEC record dates to 2015, about 10 years ago.
Current advisory firm
- Versant Capital Management, Inc.Since October 2015Phoenix, AZ · $1.8B in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Versant Capital Management, Inc.
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- Nicholas H. HayesPhoenix
- Elizabeth M. ShabakerPhoenix · Certified Financial Planner
- Justin T. SmileyPhoenix · Certified Financial Planner
- William MooreDallas · Certified Financial Planner
- Royce C. RameyDallas · Chartered Financial Analyst
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