Brandon Wolk is a CFP-designated registered investment advisor, based in Pittsford, NY, with 11 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Pittsford, NY
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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.
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Brandon is a trustee for The Louis S. and Molly B. Wolk Foundation, a philanthropic family foundation. He spends minimal time voting on issues related to fund allocation.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Empower Financial Services, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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