Brandon
Grammatico

Spc

CRD#5677371
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Brandon Grammatico is a financial advisor based out of Ann Arbor, Michigan with 11 years of relevant experience. Grammatico is an employee of Spc. Over the course of their career, Grammatico has held roles at Sammons Securities Company, LLC and Parkland Securities. Grammatico holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida, Indiana and Michigan. Spc is a financial advisory firm headquartered in Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 employees. It administers $6 billion in assets under management between its 34,594 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 34,594 accounts, just 8% are held by high-net-worth clients who have more than $1 million in assets available to invest. Spc performs a wide range of services, such as 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. Financial advisory fees typically vary depending on which service is offered. However, fees billed by Spc may include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

11 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

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

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

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

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 been registered as a financial advisor for 11 years.*

2014 - Present (10 years)

Parkland Securities

2012 - 2014 (2 years)

Sammons Securities Company, 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 Grammatico 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 Spc

Mark Sumner
Ann Arbor, MI
Chad Hyllested
Colorado Springs, CO
Michael Barrella
Melbourne, FL
Richard Colleoni
Mansfield, TX
Steven Abbey
Dallas, TX
Craig Johnson
Ann Arbor, MI
Edward Murray
Ann Arbor, MI
Kimberly Jones
Ann Arbor, MI

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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