Brandon
Bastunas
Eqis Capital Management
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About this Advisor
Brandon Bastunas is a financial advisor working in San Rafael, California who has 2 years of industry experience. Bastunas is an employee of Eqis Capital Management. During their career, Bastunas has held roles at Credit Suisse Securities (Usa) LLC, Morgan Stanley, Career Group Inc, Innovations Personnel Company, Signator Inv Inc, Consilium Wealth Management, Eqis Capital Management, Inc, Assetmark Brokerage, LLC, Assetmark Financial Inc and Portsmouth Financial Services. Bastunas maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in California. Eqis Capital Management is a business based in San Rafael, CA. The firm has a total of 42 employees. It controls $1 billion in assets under management among its 12,724 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to six charitable organizations. Of its 12,724 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. The business provides a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on which services are provided. Fees charged by Eqis Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eqis Capital Management Brokerage Details
$1,432,187,488
42
12,724
$112,558
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brandon Bastunas Work History
Brandon has been registered as a financial advisor for 2 years.*
Eqis Capital Management, Inc
Portsmouth Financial Services
Assetmark Brokerage, LLC
Assetmark Financial Inc
Signator Inv Inc
Eqis Capital Management, Inc
Consilium Wealth Management
Morgan Stanley
Career Group Inc
Innovations Personnel Company
Credit Suisse Securities (Usa) LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Bastunas 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 Eqis Capital Management
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
Apex, NC
San Rafael, CA
San Rafael, CA
San Rafael, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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