Brandon GattisCRD Number: 4611237
Current Firm: Strategic Advisers, Inc.
Brandon Gattis (CRD# 4611237) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Seal Beach, CA and has over 12 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Fried Asset Management, Inc.
|Fidelity Brokerage Services LLC||Santa Monica, CA||Apr 2012 - Current||5|
|T.rowe Price Investment Services||Woodland Hills, CA||Sep 2006 - Apr 2012||5|
|T. Rowe Price||Colorado Springs, CO||Nov 2002 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2005|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV