Brandon Haase is a CFP-designated registered investment advisor, based in Albany, NY, with 21 years of industry experience.
Location
677 Broadway, 2nd Floor, Albany, NY, 12207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon is a secondary health care proxy for his mother and acts as a trustee. He also installs insurance products through Steward Partners Global Advisory, dedicating a few hours per week, and provides advisory services through Steward Partners Investment Advisory LLC.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations22 states
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