Invesco Advisers, Inc
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About this Advisor
Brian Morandi is an advisor in New York, New York. Currently an advisor with Invesco Advisers, Inc, they have accrued 13 years of experience as an investment advisor. Morandi has a Series 63 license, which designates the advisor as a securities representative. Morandi is registered to work with investors based out of Texas. Throughout their career, they have worked at Virtus Investment Partners, Nuveen Investments, LLC, Vp Distributors LLC and Invesco. Invesco Advisers, Inc is based out of New York, New York, and has 12 additional offices across the United States. As a company, Invesco Advisers, Inc manages $472 billion in assets throughout 21,628 accounts and retains more than 2,786 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 6,617 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 21,628 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Invesco Advisers, Inc can offer portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. The firm may charge clients asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Invesco Advisers, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Brian Morandi Work History
Brian has 13 years of experience.
Virtus Investment Partners
Vp Distributors LLC
Nuveen Investments, LLC
Brian Morandi has no disclosures.
Please visit their SEC profile for more details.