Brandon
Frye

Robertson Stephens

CRD#5346590
Investment Advisor
in Lincoln, MA

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About this Advisor

Brandon Frye is a financial advisor based in Lincoln, Massachusetts, working with Robertson Stephens. Brandon has previously held positions at Vodia Capital, LLC and Robertson Stephens Wealth Management, LLC. Brandon has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Brandon is part of Robertson Stephens, which operates out of Lincoln, Massachusetts. The firm has 23 offices and 92 employees. The firm manages assets totaling $4.9 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 institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Robertson Stephens includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

55 Old Bedford Road Suite 306
Lincoln, MA 01773

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Robertson Stephens Brokerage Details

Total Assets Under Management

$4,932,272,688

MA Average: $7,578,581,321
Total Number of Employees

92

MA Average: 43
Total Number of Accounts

4,536

MA Average: 3,727
Average Account Size

$1,087,362

MA Average: $2,033,427

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

Brandon Frye Work History

2022 - Present (3 years)

Robertson Stephens Wealth Management, LLC

2015 - Present (10 years)

Vodia Capital, LLC

2008 - 2015 (7 years)

Vodia Capital, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brandon Frye 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 Robertson Stephens

Daniel Arcos
New York, NY
John Murray
Ketchum, ID
Daniel Rozansky
Menlo Park, CA
Moira Amado-Mccoy
San Francisco, CA
Zachary Perry
San Francisco, CA
Michael Zaninovich
San Francisco, CA
John Bernabei
San Francisco, CA
Annelise Bovet
Houston, TX

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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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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