Clay Brandt, financial advisor Burlington WI

Clay Brandt

CRD Number: 2104171
Current Firm: Raymond James & Associates, Inc.

Clay Brandt (CRD# 2104171) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, WI and has over 33 years of experience in the finance industry. Clay Brandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James & Associates Burlington, WI May 2018 - Current 5
Wiaa Referee Burlington, WI May 2013 - Current 10
Wells Fargo Clearing Services, LLC Burlington, WI Nov 2016 - May 2018 1
Wells Fargo Advisors LLC Burlington, WI May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
Contact Info for Clay W. Brandt
Phone Number: 727-567-1000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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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