Brandon Kyle Catrett
Investment Adviser Representative at Ridgeline Private Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brandon Kyle Catrett is an investment adviser representative with Ridgeline Private Wealth in Ponte Vedra, FL, where they have been registered since 2023. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Stewardship Advisory Group, LLC and United Planners' Financial Services of America A Limited Partner. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona, California, Florida, and Georgia.
Registrations & licenses
- Investment adviser:
- Arizona, California, Florida, Georgia
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.
- Southeastern University AthleticsAug 2014 – Aug 2018Lakeland, FL
- Cadwell WealthAug 2018 – Oct 2018Windermere, FL
- Stewardship Advisory GroupJan 2019 – Jan 2020Ocoee, FL
- Stewardship Advisory GroupJan 2020 – Mar 2023Ocoee, FL
- Brandon CatrettMar 2019 – Mar 2023Ocoee, FL
- Stewardship Legacy Coaching, LLCNov 2020 – Mar 2023Ocoee, FL
- Ridgeline Private WealthApr 2023 – no end date reportedMesa, AZ
- Ridgeline Private WealthApr 2023 – no end date reportedMesa, AZ
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ridgeline Private Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Up to $500K1.55%
- $500K to $1M1.35%
- $1M to $3M1.15%
- $3M to $5M0.95%
+3 more tiers on the firm profile
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
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Mesa, AZ
- SEC file number:
- 801-128531
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 4, 2026
View full firm profileOther advisors at Ridgeline Private Wealth
3 other advisors in the directory
Similar advisors in Ponte Vedra, FL
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 Kyle Catrett 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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