Brandon Tutak, financial advisor Bloomfield Hills MI

Brandon Tutak

CRD Number: 6650024
Current Firm: Cerity Partners LLC

Brandon Tutak (CRD# 6650024) is an Investment Advisor Representative working at Cerity Partners LLC in Bloomfield Hills, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cerity Partners LLC Bloomfield Hills, MI Apr 2019 - Current 4
Schechter Wealth Birmingham, MI Oct 2017 - Apr 2019 1
Unemployed - Cfa Candidate Shelby Twp, MI Jun 2017 - Sep 2017 < 1
Northwestern Mutual Life Insurance Company Troy, MI Apr 2016 - May 2017 1
Caliber Homes, Inc. Shelby Twp, MI Feb 2010 - Apr 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2017
Contact Info for Brandon S. Tutak
Phone Number: 212-850-4260
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    53,331
    MILLIONS
  • Total Number of Accounts
    11,327
    ACCOUNTS
  • Average Account Value
    $4,708,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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