Brandi
Lobato

Assuredpartners Investment Advisors

CRD#6296432
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Brandi Lobato is a certified financial planner working in Fort Lauderdale, Florida, who has 1 year of industry experience. Lobato is an advisor for Assuredpartners Investment Advisors. Over the course of their career, Lobato has held roles at Merrill Lynch, Ubs Financial Services, Fis Global, Farm House Kitchen, Racks Downtown Eatery, Northwestern Mutual, Sonic Drive In, Florida Atlantic University, University Of Kansas, Bank Of America, Securities America, Inc and Fortune 360 Group LLC. Lobato has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Assuredpartners Investment Advisors is a firm headquartered in Tampa, FL. It handles $372 million in assets across its 514 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 514 client accounts, just 13% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically are based on which services are offered. Fee types charged by Assuredpartners Investment Advisors can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8211 West Broward Blvd., Suite 200
Fort Lauderdale, FL 33324

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Assuredpartners Investment Advisors Brokerage Details

Total Assets Under Management

$372,013,000

FL Average: $1,855,561,029
Total Number of Employees

11

FL Average: 62
Total Number of Accounts

514

FL Average: 2,474
Average Account Size

$723,761

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brandi Lobato Work History

Brandi has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fortune 360 Group LLC

2021 - 2021 (< 1 year)

Securities America, Inc

2016 - 2021 (5 years)

Merrill Lynch

2016 - 2021 (5 years)

Bank Of America

2016 - 2021 (5 years)

Merrill Lynch

2015 - 2016 (1 year)

Ubs Financial Services

2015 - 2015 (< 1 year)

Fis Global

2014 - 2015 (1 year)

Farm House Kitchen

2014 - 2014 (< 1 year)

Northwestern Mutual

2014 - 2016 (2 years)

Florida Atlantic University

2013 - 2014 (1 year)

Racks Downtown Eatery

2012 - 2014 (2 years)

University Of Kansas

2010 - 2014 (4 years)

Sonic Drive In

*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 Brandi Lobato 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 Assuredpartners Investment Advisors

Anthony Coleman
Lancaster, PA
David Roach
Fort Lauderdale, FL
Justin Callaham
Tampa, FL
Beverly Bankus
Lancaster, PA
Daniel Stafford
Madison, WI
Brandi Lobato
Fort Lauderdale, FL
Dustin Jones
Wake Forest, NC
Ronald Myers
Fort Lauderdale, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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