Brett Kadesh, financial advisor Philadelphia PA

Brett Kadesh

CRD Number: 6650310
Current Firm: Touchdown Ventures Inc.

Brett Kadesh (CRD# 6650310) is an Investment Advisor Representative working at Touchdown Ventures Inc. in Philadelphia, PA and has over 7 years of experience in the finance industry.

Similar Advisors
Thomas Corcimiglia, financial advisor Philadelphia PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Frank Speace, financial advisor Philadelphia PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Philadelphia PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Company Name Location Dates Years
Touchdown Ventures Inc. San Francisco, CA May 2016 - Current 7
Touchdown Ventures San Francisco, CA Apr 2016 - Current 7
Ucla Anderson Los Angeles, CA Jan 2014 - Mar 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for Brett Kadesh
Phone Number: 856-431-3535
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    427
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $22,473,570
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

CA, PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.