Brandon Williams
Brandon Williams is a registered investment advisor at New York Life Investment Management LLC, based in Elkins Park, PA, with 11 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 933 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Custom separate account management fees typically range from 0.10% to 0.45%. Managed account wrap program fees generally range from 0.25% to 0.80% based on the sponsor, investment strategy, and account size.
Fee Estimator
Location
Elkins Park, PA
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Regulatory History (1)
Financial
March 2020Other Business Activities
Brandon is a high school boys basketball coach at William Penn Charter School. This non-investment related activity takes about a quarter of his time and occurs outside of normal business hours.
Employment History
Current Registrations
New York Life Investment Management LLC
Nylife Distributors LLC
Nylife Distributors LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Vanguard Marketing CorporationBroker
Nylife Securities LLCBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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