Brian
Morandi

Invesco Advisers, Inc

CRD#3188915
Investment Advisor
in New York, NY
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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

Series 63, Chartered Financial Analyst

Years of Experience

13 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

1166 Avenue Of The Americas
New York, NY 10036

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$423,487,178,210

NY Average: $3,570,121,308
Total Number of Employees

2,786

NY Average: 58
Total Number of Accounts

23,510

NY Average: 1,608
Average Account Size

$18,013,066

NY Average: $2,220,225

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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
  • Other

Brian Morandi Work History

Brian has 13 years of experience.

2016 - Present (3 years)

Invesco

2014 - 2016 (2 years)

Virtus Investment Partners

2014 - 2016 (2 years)

Vp Distributors LLC

2005 - 2013 (8 years)

Nuveen Investments, LLC

Disclosures

Brian Morandi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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