Unclaimed Profile

Brian James Pretti

CAPITAL PLANNING ADVISORS LLC·ROSEVILLE, California

Clean recordCAPITAL PLANNING ADVISORS LLC

1420 ROCKY RIDGE DRIVE, ROSEVILLE, CA 95661CRD# 4981015Firm CRD# 170266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian James Pretti · ROSEVILLE, CA

Registration

CRD #4981015 · CAPITAL PLANNING ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian James Pretti is a registered financial advisor based in ROSEVILLE, California, affiliated with CAPITAL PLANNING ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CAPITAL PLANNING ADVISORS LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL PLANNING ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4981015

Firm CRD# 170266

View on FINRA BrokerCheck →

Looking for a financial advisor in ROSEVILLE?

Browse all registered financial advisors in ROSEVILLE, California or claim this profile if it's yours.

Browse ROSEVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brian James Pretti offer?

Brian James Pretti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROSEVILLE, California for a consultation.

What are Brian James Pretti's credentials?

Brian James Pretti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian James Pretti located?

Brian James Pretti is based in ROSEVILLE, California, working with CAPITAL PLANNING ADVISORS LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does Brian James Pretti charge for services?

Brian James Pretti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL PLANNING ADVISORS LLC?

CAPITAL PLANNING ADVISORS LLC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →