Brandon Casas
Investment Adviser Representative at Trunorth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brandon Casas is an investment adviser representative with Trunorth Advisors in Greenville, SC, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Vanguard Advisers, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in South Carolina.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Aug 2018 – no end date reportedCharlotte, NC
- Wells Fargo Home MortgageOct 2017 – May 2018Fort Mill, SC
- UnemployedMay 2018 – Jun 2018Garden City, KS
- UnemployedJul 2018 – Aug 2018Charlotte, NC
- University of North Carolina at CharlotteAug 2014 – May 2017Charlotte, NC
- Apex SystemsJun 2017 – Oct 2017Charlotte, NC
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 – no end date reportedCharlotte, NC
- Bank of America N.A.Jan 2023 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trunorth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Income planning, investment planning, tax planning, estate planning, healthcare planning, and legacy planning, delivered through the TruRetirement Plan™ as a fully coordinated retirement strategy.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Greenville, SC
- SEC file number:
- 801-131843
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
View full firm profileOther advisors at Trunorth Advisors
10 other advisors in the directory
Similar advisors in Greenville, SC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Casas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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