Brandon Garneau (CRD# 7547121) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sensible Financial Planning And Management, LLC | Waltham, MA | Jan 2024 - Current | < 1 |
| Columbia Management Investment Distributors, Inc. | Boston, MA | Jun 2023 - Jan 2024 | < 1 |
| Columbia Threadneedle Investments | Boston, MA | Jun 2023 - Jan 2024 | < 1 |
| Quinnipiac University | Hamden, CT | Sep 2022 - May 2023 | < 1 |
| Salem Five Invesment Services | Salem, MA | May 2022 - Aug 2022 | < 1 |
| Unemployed | Hudson, MA | Feb 2022 - Apr 2022 | < 1 |
| Digital Federal Credit Union | Marlborough, MA | May 2021 - Jan 2022 | < 1 |
| Unemployed | Hudson, MA | Feb 2021 - Apr 2021 | < 1 |
| Doordash | Hudson, MA | Dec 2020 - Jan 2021 | < 1 |
| Amazon | Milford, MA | May 2020 - Nov 2020 | < 1 |
| Shaw's Supermarkets | Hudson, MA | Aug 2017 - Apr 2020 | 2 |
| Regal Cinemas | Marlborough, MA | May 2017 - Aug 2017 | < 1 |
| Unemployed | Hudson, MA | Jun 2013 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- MA
-
Total Assets Under Management775MILLIONS
-
Total Number of Accounts1,597ACCOUNTS
-
Average Account Value$485,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, LA, MA, MD, NH, NY, TX
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