BS
BS

Brandon Spayd

2 Years of Experience
Bridgeville, PA
BrokerSells Insurance

Brandon Spayd is a registered investment advisor at Cetera Investment Advisers LLC, based in Bridgeville, PA, with 2 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1195 Washington Pike, Ste 102, Bridgeville, PA, 15017

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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 ActivitiesSells Insurance

Brandon sells fixed insurance products as an insurance agent, dedicating a few hours per week. He also works as a financial advisor with DSF Wealth Management Group, spending about a quarter of his time assisting clients with financial plans. Additionally, Brandon owns rental property, spending minimal time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Wealth Services, LLCBroker
December 2023 - Present · 2 yrs 5 mos
State Registrations9 states
DCFLIAINMDNCNJNYPA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Brandon Spayd - Financial Advisor | TrueAdvisor