Brandon
Dunn
Marcum Wealth, LLC
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About this Advisor
Brandon Dunn is a financial advisor working in Cleveland, Ohio with 3 years of relevant experience. Dunn works at Marcum Wealth, LLC. Dunn has gained experience at Pnc Capital Advisors, LLC, Pnc Funds Distributor, LLC, Pnc Bank, Na, Adviseme National Advisors, Equity Trust Company and Fifth Third Bank. Dunn has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to advise clients in Ohio. Marcum Wealth, LLC is an advisory company that has its headquarters in Cleveland, OH. The company has offices in 11 locations and a total of 34 advisors. It administers $2 billion in assets under management among its 6,218 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 6,218 client accounts, 22% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on the type of services provided. Fees charged by Marcum Wealth, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marcum Wealth, LLC Brokerage Details
$2,250,828,187
34
6,218
$361,986
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
- Other
Brandon Dunn Work History
Brandon has been registered as a financial advisor for 3 years.*
Adviseme National Advisors
Equity Trust Company
Pnc Capital Advisors, LLC
Fifth Third Bank
Pnc Funds Distributor, LLC
Pnc Bank, Na
*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 Dunn 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 Marcum Wealth, LLC
Melville, NY
Cleveland, OH
Cleveland, OH
Cleveland, OH
Bloomfield, NJ
Akron, OH
Cleveland, OH
Cleveland, OH
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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