Brandon
Grammatico

Spc

CRD#5677371
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Brandon Grammatico is a financial advisor who works in Ann Arbor, Michigan, who has been in the financial industry for 12 years. Grammatico currently works for Spc. Throughout their career, Grammatico has worked at Sammons Securities Company, LLC and Parkland Securities. Grammatico maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida, Indiana and Michigan. Spc is a registered investment business that has its headquarters in Ann Arbor, Michigan. The company has offices in 453 locations and a total of 628 employees. It oversees $7 billion in assets under management among its 36,841 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 22 charities and foundations. Of its 36,841 customer accounts, just 6% are held by high-net-worth individuals who have more than $1 million in investable assets. Spc offers a wide set 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. Fees charged by financial advisors vary depending on the type of financial services provided. Fee types billed by Spc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

$6,859,365,285

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

628

MI Average: 21
Total Number of Accounts

36,841

MI Average: 1,586
Average Account Size

$186,188

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 12 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

Johnny Morrison
Ann Arbor, MI
Robert Lang
Lisle, IL
Zachary Clark
Tecumseh, MI
John O'Donnell
Lisle, IL
Steven Kao
Austin, TX
Paul Wallin
San Antonio, TX
Brett Blair
Wylie, TX
Sean Gray
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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