Investment adviser representative · Crossgate Wealth Advisors, LLC
Brandon T. Zahal
CRD 7755841 · Newtown, PA
At a glance
Brandon T. Zahal is an investment adviser representative with Crossgate Wealth Advisors, LLC in Newtown, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brandon’s SEC record dates to 2023, about 3 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Crossgate Wealth Advisors, LLCSince January 2025Newtown, PA · $272M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- 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
- 2 firmsLocked
- 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 Crossgate Wealth Advisors, LLC
- John D. ReaNewtown · Certified Financial Planner
- Nickolaus C. Von DohlenNewtown · Certified Financial Planner
Every advisor at Crossgate Wealth Advisors, LLC →Crossgate Wealth Advisors, LLC: assets, clients and custodians →Financial advisors in Newtown, PA →Every Crossgate Wealth Advisors, LLC advisor in Newtown →Advisor Moves: who changed firms this week →