BK
BK

Branko Alexander Kosanovich

1 Year of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
241 advisors
Number of Clients
8,578 clients
Average Client Portfolio
$23.3M average
Assets Under Management
$199.6B

Fee Structure

Financial Planning:Investment management only
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Location

Wexford, PA

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Since 2021, Branko works as a valet at William Penn Parking. This activity is not investment-related and takes about 10-30% of his time.

Employment History
Current Registrations
Mdt Advisers, a Division of Federated Mdta LLC
November 2024 - Present · 1 yr 3 mos
Federated Global Investment Management CORP.
November 2024 - Present · 1 yr 3 mos
Federated Investment Counseling
November 2024 - Present · 1 yr 3 mos
Federated Securities CORP.
October 2024 - Present · 1 yr 4 mos
Federated Securities CORP.Broker
September 2024 - Present · 1 yr 5 mos
Federated Securities CORP.
September 2024 - Present · 1 yr 5 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.