Brendan Fuller is a registered investment advisor at Webull Advisors LLC, based in St Petersburg, FL, with 12 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28,933 clients with $53M 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 | 0.20% |
Annual advisory fee is the greater of 0.20% or $1, billed monthly. The Advisory Fee is non-negotiable.
Fee Estimator
Location
200 Carillon Parkway, St Petersburg, FL, 33716
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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 Activities
Brendan is a partner in Soller Legacy LLC, a property-related business that is currently not operational, dedicating minimal time. He is also a Managing Director at Webull Pay, a virtual currency business, dedicating minimal time as needed.
Employment History
Current Registrations
Webull Advisors LLC
Webull Financial LLCBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Apex Clearing CorporationBroker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
State Registrations3 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.