Brandon
Berdecia

Robert W. Baird & Co. Inc

CRD#7030067
Investment Advisor
in Anchorage, AK

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About this Advisor

Brandon Berdecia is a financial advisor based in Anchorage, Alaska, working with Robert W. Baird & Co. Inc. Brandon has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Bnb Bank, C & J Clark America, Arner Bank, Pandora Jewelry, Franklin University Switzerland, Southampton Animal Shelter Foundation, Crowdstreet Capital, LLC, and Robert W. Baird & Co. Inc. Brandon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alaska. Currently, Brandon is part of Robert W. Baird & Co. Inc, which operates out of Anchorage, Alaska. The firm has 179 offices and 4,069 employees. The firm manages assets totaling $287.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Robert W. Baird & Co. Inc includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

3800 Centerpoint Dr 11Th Floor
Anchorage, AK 99503

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$287,514,955,453

AK Average: $2,826,565,184
Total Number of Employees

4,069

AK Average: 43
Total Number of Accounts

331,500

AK Average: 1,898
Average Account Size

$867,315

AK Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Brandon Berdecia Work History

2023 - Present (1 year)

Robert W. Baird & Co. Inc

2022 - 2023 (1 year)

Crowdstreet Capital, LLC

2021 - 2021 (< 1 year)

Southampton Animal Shelter Foundation

2021 - 2022 (1 year)

Southampton Animal Shelter Foundation

2018 - 2021 (3 years)

Charles Schwab & Co., Inc

2018 - 2021 (3 years)

Charles Schwab Bank

2018 - 2018 (< 1 year)

Bnb Bank

2017 - 2018 (1 year)

C & J Clark America

2017 - 2017 (< 1 year)

Arner Bank

2017 - 2017 (< 1 year)

Franklin University Switzerland

2017 - 2017 (< 1 year)

Franklin University Switzerland

2016 - 2017 (1 year)

Pandora Jewelry

2014 - 2016 (2 years)

Franklin University Switzerland

2013 - 2014 (1 year)

Franklin University Switzerland

Disclosures

Please visit the SEC profile of Brandon Berdecia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Robert W. Baird & Co. Inc

Hillery Emms
Fort Worth, TX
Beau Burns
Houston, TX
William Mcginty
Sarasota, FL
Ryan Eastman
Milwaukee, WI
Trevor Guenther
Scottsdale, AZ
Brandon Coppa
Pittsburgh, PA
Sam Ellington
Louisville, KY
Robert Stiles
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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