Brandon
Grammatico

Spc

CRD#5677371
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Brandon Grammatico is an investment advisor whose office is in Ann Arbor, Michigan. Currently a registered investment advisor with Spc, Grammatico has 10 years of practice as a registered advisor. Grammatico has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Grammatico is registered to work with customers based out of Florida, Indiana and Michigan. Over the course of their career, Grammatico has held roles at Sammons Securities Company, LLC and Parkland Securities. Spc is headquartered in Ann Arbor, Michigan, and operates out of 464 other offices in the United States. As an advisory firm, Spc oversees $5 billion in assets covering 25,865 accounts and retains more than 705 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 25,860 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Spc offers 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. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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

Disclosures

No

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MI Average: $943,424,332
Total Number of Employees

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

MI Average: $594,845

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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

Brandon Grammatico Work History

Brandon has 10 years of experience.

2014 - Present (8 years)

Parkland Securities

2012 - 2014 (2 years)

Sammons Securities Company, LLC

Disclosures

Brandon Grammatico has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Mark Pauwels
Ann Arbor, MI
Craig Brooks
Littleton, CO
Janet Rzewnicki
Wilmington, DE
Caleb Thompson
Ann Arbor, MI
Gregory Genter
Allen Park, MI
James Pihaly
Rockford, IL
Matthew Stewart
Ann Arbor, MI
Stacy Talarico
Ann Arbor, MI

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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