Brannigan Judge (CRD# 5366429) is an Investment Advisor Representative working at Decisional Wealth Advisors LLC in Rochester, NY and has over 16 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Decisional Wealth Advisors LLC | Rochester, NY | Mar 2023 - Current | 1 |
| Pinnacle Investments, LLC | Syracuse, NY | Nov 2020 - Jun 2023 | 2 |
| Tiaa | Rochester, NY | Sep 2015 - Nov 2020 | 5 |
| Tiaa-cref Individual & Institutional Services, LLC | Rochester, NY | Sep 2015 - Nov 2020 | 5 |
| Santander Bank Na | Brooklyn, NY | Dec 2014 - Sep 2015 | < 1 |
| Santander Securities LLC | Guaynabo, PR | Dec 2014 - Sep 2015 | < 1 |
| Unemployed | Brooklyn, NY | Jul 2014 - Nov 2014 | < 1 |
| Hsbc Securities (usa) Inc. | Brooklyn, NY | Oct 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- NY
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$233,214
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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