Brandon Dunn, financial advisor Cleveland OH

Brandon Dunn

CRD Number: 4209580
Current Firm: Marcum Wealth, LLC

Brandon Dunn (CRD# 4209580) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Adviseme National Advisors Cleveland, OH Oct 2016 - Oct 2020 4
Equity Trust Company Cleveland, OH Sep 2015 - Oct 2016 1
Fifth Third Bank Cleveland, OH Sep 2013 - Sep 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Brandon L. Dunn
Phone Number: 440-459-5900
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,576
    MILLIONS
  • Total Number of Accounts
    6,904
    ACCOUNTS
  • Average Account Value
    $373,173
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA

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