Advisors at this firm
Andrew B
CFP®, Series 65
Greer, SC
Brindle & Bay Financial Advisors, LLC
Andrew Bencivenga is a CFP® with five years of industry experience, currently serving at Brindle & Bay Financial Advisors, LLC. He has previously worked with Magni Publicani, LLC and Bona Fide Finance. Outside of his advisory role, he owns and operates Granite Wealth, LLC, a tax preparation and consulting business. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high-net-worth clients, using a dynamic-weighting asset allocation approach with portfolios primarily composed of ETFs, stocks, bonds, and mutual funds.
Tori T
Series 65
Frisco, TX
Brindle & Bay Financial Advisors, LLC
Tori Ten Hagen is a financial advisor at Brindle & Bay Financial Advisors, LLC in Frisco, TX, with three years of industry experience. She holds a Series 65 designation and has worked at Brindle & Bay since 2021, following a role at Belay Inc. She is also a licensed life insurance agent involved in insurance sales and policy reviews. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high-net-worth clients, using an asset-allocation framework with a dynamic-weighting approach that includes ETFs, stocks, bonds, and mutual funds. The firm employs model portfolios with periodic reviews and quarterly rebalancing.
Nicolas D
CFP®, ChFC®, Series 65
Frisco, TX
Brindle & Bay Financial Advisors, LLC
Nicolas Davis is a CFP® and ChFC® with nine years of industry experience. He has worked at Brindle & Bay Financial Advisors, LLC since 2018 and has held roles at Retirement Wealth Advisors and Stonebridge Financial Group, LLC. In addition to his advisory work, he has been involved with Candy Benefits, LLC in a non-investment capacity. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm employs a dynamic asset-allocation approach using ETFs, stocks, bonds, and mutual funds, with regular portfolio reviews and rebalancing.