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

Pittsburgh, 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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Employment History
Current Registrations
Federated Securities CORP.
April 2025 - Present · 10 mos
Federated Investment Counseling
April 2025 - Present · 10 mos
Federated Global Investment Management CORP.
April 2025 - Present · 10 mos
Federated Securities CORP.
February 2025 - Present · 1 yr
Federated Securities CORP.Broker
February 2025 - Present · 1 yr
State Registrations45 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPARISCUTVAVTWAWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brandon Paul Williams - Financial Advisor | TrueAdvisor