Brandon Leung
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bridgewater, NJ 08807-5530
Credentials
Series 66
Industry experience
10 years
Brandon Leung is currently the Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in achieving their financial goals and ensuring peace of mind. In this role, he emphasizes a collaborative approach, working closely with clients and their families to develop personalized wealth management plans.
Brandon's professional experience spans various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant at Fidelity Investments from 2021 to 2025. His background also includes positions as an Insurance Advisor at The Fortis Agency LLC, Founder and Managing Partner of Invictus Financial Partners LLC, Internal Advisor Consultant at New York Life Investment Management LLC, Financial Consultant at JPMorgan Chase, and Financial Solutions Advisor at Merrill Edge.
Outside of his professional responsibilities, Brandon has interests that include food, football, social events, movies, pets, and volunteering.
Based on Fidelity
750 Route 202, Suites 110, 430
Bridgewater, NJ 08807-5530
New Jersey · Texas
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTS
2021 - Present (5 years)
The Fortis Agency LLC
2021 - 2021 (1 year)
Invictus Financial Partners
2020 - 2021 (1 year)
New York Life Investment Management LLC
2019 - 2020 (1 year)
Jp Morgan Securities LLC
2017 - 2019 (2 years)
Bank Of America, N.a.
2014 - 2017 (3 years)
Merrill
2014 - 2017 (3 years)
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Is active or affiliated with:
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Bank
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Fund sponsor
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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